Retirement Strategies, LLC does not manage investments and is not an Investment Advisor. Therefore plan sponsors are able to use any investment platform and Investment Advisor of their choosing. As mentioned, Retirement Strategies, LLC works with some of the leading Investment Advisors and Investment Managers to bring together years of experience and knowledge to create a dynamic team of experts who can handle every aspect of your qualified retirement plan.
Retirement Strategies, LLC works with many investment platforms and the following are a few of our strategic partners along with links to their respective Sales Representative.
John Hancock, Matt Van Egeren, firstname.lastname@example.org
American Funds, Tom Charon, email@example.com
Transamerica, Luke Szafranski, firstname.lastname@example.org
Voya, Tom Bejvan, email@example.com
Empower, Matt Reilley, firstname.lastname@example.org
Principal, Marie Serchen, email@example.com
If you would like to utilize an alternative investment product other than those listed above, please contact Retirement Strategies, LLC, as we are able to work with many other providers as long as that provider approves Retirement Strategies, LLC as your TPA.