The Cetera Retirement Plans Team is discontinuing their email address. This means that all inquiries for that team need to be submitted via the AdviceWorks support center:
In addition, any forms that were previously submitted to the Cetera Retirement Plans Team email address need to be submitted through Docupace for Prescreen > Principal Review > Brokerage Ops. If you have any questions about how to properly submit these forms going forward, please contact Megan or Eliana at ops@prosperityadvisors.com or 913-529-5500, option 1.
The following forms will now be submitted via Docupace:
· Plan Advice and Consulting Program (PACP) Services Agreement - Form CET 486
· 3(38) Investment Fiduciary Manager and Plan Consulting Services Agreement - Form CET 677
· Services and/or Fee Change Form: 3(21)PACP or 3(38) IFM - Form CET 481
· IAR Change Form: 3(21) PACP or 3(38) IFM - Form CET 629
Please do not use any Cetera-supplied Docupace training guides, as they are not versed in how our OSJ processes business. If Cetera has supplied you with a Docupace guide to submitting this business, please discard it and reach out to Megan or Eliana for proper training.
Please contact the Prosperity Network Operations Team with any questions: Ops@prosperityadvisors.com or 913-529-5500 Option 1.
Internal Use Only