FOR ADVISORS


 

At Retirement Horizons, we understand the professionalism and effort it takes to win new business. More importantly, we know that clients and partners appreciate the sustained commitment we bring to our work. That helps build relationships that stand the test of time.

In our experience, a productive partnership with an investment advisor is a case of the whole being worth more than the sum of the parts. We bring significant industry and product knowledge and technology-based efficiencies, coupled with a business philosophy designed to complement the effort of our partners. We are committed to partnering with investment advisors that provide advice to plan sponsors and participants. Simply stated, we support our advisor partners. We do not compete with them.

We think you’ll appreciate our open architecture approach and the independent philosophy that is the foundation of our support model. If you’re ready to grow your retirement business, look to RHI as your industry partner.

 

Count on RHI Advisor Support for:

  • Proposals
  • RFP Collaboration
  • Client Meetings
  • Plan Enrollment
  • Communications
  • Recordkeeping and Plan Administration
  • Web-based Access to Plan Management Tools

 

 

We work with a number of leading national providers:

  • TD Ameritrade Trust Company
  • Charles Schwab Trust Company
  • FIS Relius
  • Plan Enrollment