Baden Retirement Plan Services, an independent third party administrator (TPA), welcomes the opportunity to help financial advisors close more sales by being a source of practical services and information. We provide the following financial advisor support services:
- Attend client meetings jointly with financial advisors to explain our pricing and how our plan administration services compliment the financial advisor’s services
- Prompt, up-to-date responses on questions related to defined contribution plan laws and regulations
- Free plan design illustrations
- Proposals with full fee disclosure
- Prototype plan fee estimates
- Attend enrollment meetings to explain our role and how it meshes with the financial advisor’s role
- Make the financial advisor look good
Contact Us for more information.