Providing the Right Plan Solution

Full Range of Retirement Plan Services

Many employers need more than a one-size-fits-all approach. That’s why we offer a full range of solutions. Select from fiduciary, recordkeeping, data and support services — or all of the above. All of our options focus on meeting your clients’ needs and matching your business model.

We have solutions available for plans such as:

  • 401(k) plans over $2 million (See Accelerate for 401(k) plans up to $2 million)
  • 403(b) plans
  • Defined benefit and cash balance plans

Connect with us to learn more about how we can design a plan that matches your expertise while solving your clients’ unique needs.

Key Features
Award-winning service
Choice of competitive nonproprietary investments with fee transparency
Service team with a designated lead
Optional managed account service

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Positioning You for Client Success

When it comes to retirement plans:

  • We act as the fiduciary only if you need us to.
  • We pass back all revenue sharing.
  • We offer only level compensation and full fund neutrality.
  • We have an extensive list of nonproprietary funds on our platform.
  • We provide total transparency in our pricing.
  • We partner with TPAs and advisors, rather than selling direct.

Easing Workloads, Reducing Risk

Introduce your clients to our range of industry-leading services and make their lives easier. Select from administrative support, fiduciary protection and a broad range of nonproprietary funds. Our clean data technology can help keep errors out of plans and lower your clients' exposure to fiduciary risk.

The Standard offers consolidated billing with flexible format and payment options.
Administrative Support
Save Time
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We can partner with you or a plan's TPA to help your clients save time and money. How do we do this? By taking on administrative tasks and freeing your clients to focus on other business concerns. We can take care of:

  • Delivery of participant notices, statements and disclosures
  • Compliance testing
  • Eligibility monitoring and notifications
  • Review and management of loans, hardship distributions, withdrawals and QDROs
Fiduciary protection
Increased Fiduciary Protection
Assign Responsibility to The Standard
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We even offer 3(16) fiduciary protection. We can back our services in writing with a “hold-harmless” indemnification clause.

Transfer Clean Data
Clean Data. Less Risk.
Offer the Power of Clean Data
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Our clean data technology ensures accurate data for compliance testing and for TPAs. This technology — included in every plan we offer — scrubs data with every payroll submission by running more than 90 validations. Higher accuracy means less exposure to fiduciary risk and less time spent on corrections.

Investments
Investment Options and Services
Pick the Platform and Investments
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We offer both open architecture and group annuity platforms as plan investment options. With either platform, you pick the funds. In addition, The Standard passes back 100% of all mutual fund revenue sharing to plan participants, ensuring complete objectivity whenever funds are selected.

Services Your Clients Will Appreciate

Explore some of the ways we make retirement plans easy for employers and employees.

Talk to Clients About Managed Accounts

Add value, but not extra work for you. See how our retirement readiness solution can guide employees to invest wisely and save more.

Preparing employees for retirement

Retirement Readiness

Enrollment campaigns that fit your clients.

Online services

User-Friendly Tools

Easy ways to track and manage plans.

Ready to Move Your Business Forward?

Partner with us to deliver industry-leading service to your clients.

Contact a Consultant Near You