Skip to main content


Partner With Us for Best-in-Class Service

As a financial professional, choosing a reputable recordkeeper matters — to you and your clients. Partner with us to deliver a better customer experience at each step for every plan.

Access Your Account

View your clients’ plans or quote Accelerate.

Meeting Your Expectations

Advisors and third party administrators can rely on us to deliver: 

Responsive. Accountable. People-first. Count on our experts to communicate clearly through the entire process — so there are no surprises. Learn more about our award-winning service. 

You and your clients want technology that ensures participant data is accurate, accessible and safeguarded. Reassure your clients that this is our focus too. They’ll experience it with our streamlined onboarding and automated data checks.

Give clients peace of mind knowing they can delegate fiduciary responsibility to us. They can choose options for delegating ERISA 3(16), 3(21) and 3(38) services to help manage fiduciary risk. A Pooled Employer Plan, or PEP, can also help employers manage fiduciary risk.

Find the Right Plan for Your Clients

Explore our retirement plan offerings or connect with a consultant to learn more.

401(k) and 403(b) Plans Over $2 Million

You can expect exceptional customer service when we work together on plan solutions that fit both your clients’ needs and your business model. Count on experienced support, investment flexibility and access to a variety of investment options.

401(k) Plans Up to $2 Million

Accelerate is a 401(k) plan that offers big value to small plans. These single plans up to $2 million have access to services and features typically available only to large plans. Your clients get award-winning service at a competitive price. And you’ll experience easy quoting and onboarding.

Learn More About Accelerate

Defined Benefit and Cash Balance Plans

Present solutions that are ideal for skilled employees and business owners.  

For clients focused on retaining top talent, a defined benefit plan promises a monthly amount at retirement based on an employee’s earnings and years of service. For business owners looking to lower their tax bills and raise their retirement savings, a cash balance plan can fulfill those goals.  

Government Plans

Deliver award-winning service to governments, tax-exempt organizations and specialty markets with our non-qualified plans. Just like with our larger 401(k) plans, you’ll have access to experienced support, a wide menu of investment options and our optional managed account service.

Multiple Employers

Help small to mid-sized employers join a single retirement plan without extra time-consuming tasks. A Pooled Employer Plan, or PEP, allows multiple unrelated employers to participate in a plan.

Lighten Your Administrative Load

Deliver Services That Protect Your Clients

Save time and money — and give your clients peace of mind — with ERISA 3(16) Delegated Administrative Fiduciary services.

Keep Errors Out of Plans

See how our data technology helps keep a retirement plan running smoothly on clean data.

Grow Your TPA Business

For third party administrators, The Standard can provide administrative services to you and your clients or provide support if you wish to keep the lead.

In the Loop

Stay plugged in on industry trends and tips for building your practice by reading In the Loop. Check out new articles every month.

In the Media 

Read about The Standard and retirement plan-related topics in industry publications.   
In the Media
How can you prepare the biggest, youngest workforce for the future? The Standard’s Angela Trefethen discusses the Gen Z Journey...
In the Media
“It is important to choose a TPA and recordkeeper who collaborate and work well together, by understanding their respective roles...
In the Media
In a new ThinkAdvisor article, “The Dream 401(k) Plan Recordkeeper,” Joel Mee, senior director of Retirement Plan Sales at The...

Let's Deliver Great Service Together

Partner with us to deliver award-winning service to your clients.
Jump back to top