Cetera Retire Flex
Capture existing plan business through tailored solutions
Our five-point plan review is designed to ensure your clients' current retirement plan is meeting their objectives—and demonstrate how you can offer a better alternative if it's not. Cetera Retire Flex offers a turnkey solution incorporating full fiduciary coverage, optimized plan design, investment management, and dedicated servicing and support: all designed to reduce liability while driving better outcomes.
Simplify investment selection. Increase fiduciary protection.
Save time and energy while reducing risk by letting Cetera1 serve as an ERISA 3(38) investment fiduciary manager for your clients’ plans. A carefully selected investment lineup can help improve plan performance while boosting employee satisfaction and well-being. We’ll take care of the entire process, from research and development to performance monitoring to ongoing lineup enhancements. We empower you to provide it all while we do it all.
Key benefits
Reduces the stress, responsibility, and time spent on education, investment selection, and continual monitoring
Provides access to a diverse investment lineup selected by an experienced team of registered investment professionals
Gives you more time to focus on your clients and growing your business
1Cetera Investment Advisers LLC
Streamlined plan design
Cetera Retire 401k
|
Target Market |
Existing Plans |
|
Plan Design |
Customizable |
|
3(16) Administrative Support2 |
✔ |
|
3(38) Investment Management2 |
✔ |
|
Financial Wellness |
✔ |
|
Dedicated Relationship Manager |
✔ |
23(16) services are offered through Cetera Retirement Plan Specialists. 3(38) and advisory services are offered through Cetera Investment Advisers LLC.
Cetera Retire Flex plan pricing
Pricing is based on custom plan requirements. Complete the request form below for a custom proposal.
Request a proposal
Active: The Active Strategy uses both active and passive investments. The goal of active manager selection is to identify managers with consistent investment processes that can demonstrate value added, risk-adjusted performance over time, while index funds in certain asset classes help lower portfolio expenses and allow investors to benefit from market efficiency.
Passive: The Passive Strategy is designed to track the performance of market indexes representing various asset classes. Using index funds rather than active managers results in lower portfolio expenses and allows investors to leverage market efficiency in their favor.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the company or from your financial professional. The prospectus should be read carefully before investing or sending money.