We are... "Your Retirement Experts"

Financial institutions can experience an approach to creating their own retirement plan program through The Prudent Expert’s Brand Plus or Private Label Programs. We strive to be the specialists in outsourcing retirement plan programs to financial institutions nationwide.

Our programs are a cost-effective and hassle-free way for financial institutions to continually be cutting edge in the retirement plan industry.

Our programs offer a flexible working platform — one that allows a financial institution to easily develop its own qualified retirement plan platform that complements existing product lines.

Our programs are created for any financial institution that seeks to increase revenues, expand and retain customer relationships, and become more profitable by building a solid foundation of annual fee-based business.

Brand Plus Program

With our Brand Plus Program, financial institutions remain in control while having the flexibility to choose the services that best meet the needs of their customers. Your institution utilizes The Prudent Expert Brand as a solution for Retirement Plan Clients. You own the client, we do the work. For more information concerning our Brand Plus Program, please contact The Prudent Expert Sales Department.

Private Label Program

With our Private Label Program, financial institutions remain in control while having the flexibility to choose the services that best meet the needs of their customers.

With the Private Label Program, financial institutions benefit from:

  • Your institution’s brand
  • Partnering with an experienced retirement plan provider
  • Flexibility to establish a proven retirement plan product
  • A block conversion process to transfer a current book of business
  • A powerful investment platform consisting of well-known mutual fund families
  • Ability to add investment options (based on specific requirements)
  • Competitive and simplified pricing structure based on each plan’s criteria
  • Exclusive Log in on our web site for investment professionals
  • Sales training and support tools
  • Customized marketing materials
  • Plan administration provided by all third party administrators of your choice

Retirement plan clients reap the benefits of:

  • A diverse array of investment options to satisfy the needs of all participants
  • A dedicated conversion team
  • The plan administrator of their choice
  • Specialized web sites for plan sponsors
  • A full library of employee communication tools
  • Plan-specific employee enrollment kits
  • Comprehensive plan management tools
  • An extensive collection of reports
  • A knowledgeable customer service team
  • A participant call center

Through the Private Label Program financial institutions provide their customers with an in-depth retirement plan solution while strengthening their customer relationships.