Have you ever been asked about starting a retirement plan by a business owner, or wondered how to serve clients who already have one? Maybe you’ve wanted to grow in this space but weren’t sure where to start. That’s exactly why Prosperity Advisors’ Employer Retirement Plans Team (ERPT) exists.
Serving over 300 plans and 6,000 participants, ERPT helps advisors confidently expand their services. The team provides:
- Full-service plan support – design, compliance, benchmarking, and participant education.
- Advisor-friendly partnerships – shared rep code with 50/50 plan revenue, while referrals (rollovers, insurance, brokerage, 529s) are 100% yours.
- Education and fiduciary guidance – group webinars, one-on-one consultations, and 3(21) fiduciary oversight.
More states are increasingly nudging small business owners to offer employer-sponsored retirement plans. With the field becoming more competitive, there's no better time to differentiate your services through partnership with a trusted ERP specialist.
Learn more at chooseprosperity.org/erptand catch the replay of last month’s webcast here: Watch Recording.
Please contact the Prosperity Network Compliance Team with any questions: compliance@prosperityadvisors.com or 913-529-5500 Option 2.
Internal Use Only