Don't pass up the opportunity to serve retirement plans.

Help your clients by offering quality solutions for their retirement plan needs. Offload the investment management to Focus Partners and lean on our professionals and our resources to successfully work on this side of the industry well and in a scalable way.

Comprehensive Platform

In an industry with an array of service models, Focus Partners Retirement Solutions has developed a well-rounded platform combining industry best practices and optimal investments with the technical support you need from your dedicated retirement advisors who will help you evaluate all aspects of a plan with the goal to creating the best possible retirement solution for your clients.

Fiduciary Management

From 401(k)s to cash balance plans, 457 and 403(b) plans to Nonqualified Deferred Compensation plans, Focus Partners Retirement Solutions has been serving retirement plans across the nation for many years. We serve as a 3(38) Fiduciary Investment Manager, taking on the responsibility for the investments so advisors and plan sponsors don’t have to.

Aspire to give your clients a better retirement plan experience.

Our team specializes in supporting advisors as they pursue opportunities and serve their retirement plan clients. We provide you with the support you need so you can focus on your clients.

Consultative Approach

Focus Partners' experienced bench of Retirement Solutions Advisors can help you with your prospects, interpret regulations, coach on best practices, and help you make informed decisions on recordkeeper selection, plan design, and compliance issues. We stand side-by-side with our advisors from business development to growth strategies.

Serving as your relentless advocate.

We understand how important your business is to you and how much you care about your clients. As your partner, we will always act in your best interest and as a fiduciary to your clients. We know delivering an excellent experience in a scalable way is critical to running a successful business.

Leverage our experience.

More time for your clients

Focus on your strengths and your relationships while letting us do much of the back-office work.
Broaden your service capability

Deepen client relationships by providing a qualified plan solution.
Cost-effective outsourcing

Delegate the fiduciary responsibility for investment selection and monitoring.

Ready to learn what we can do for you?

We are ready to help you take advantage of our convenient solution for assisting clients and prospects with their 401(k) and qualified plan needs. Simply contact a member of our team to talk about your own specific needs.

Schedule some time to chat