Retirement Solutions

Build your retirement business and offer your clients access to the right solutions for their needs with fully bundled, easy-to-administer retirement programs.

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Effective Retirement Plan Solutions for Your Clients

Axos Advisor Services offers defined contribution plans with state-of-the-art technology and a completely open investment platform. Retirement solutions include:

Full-service recordkeeping, plan administration, and custodial services
Plan design and support
Plan documents and forms
Participant enrollment materials and education

Types of Plans We Offer

401(k)
Profit sharing
ERISA 403(b)
Non-ERISA 403(b)
457(b)
457(f)
Non-qualified deferred compensation
Money purchase
Cash balance
Defined benefit

Fiduciary Support Services

We provide complete support services to help your retirement plan clients meet their fiduciary responsibilities, including:

The preparation and delivery of all required participant notices and communications, such as Safe Harbor Notice, Summary Annual Report, Summary Plan Description, and more
Tools to assist employers in complying with the 404(a)(5) participant fee disclosure regulation
Enhanced participant statements containing greater detail regarding fees and investment benchmarks for investment performance
A comprehensive Annual Plan Review Benchmarking Report designed to be presented at an annual investment or administrative committee meeting

Education and Enrollment Support

We provide robust education and enrollment services, including access to:

A dynamic "evergreen" enrollment guide containing educational information about participating in a retirement plan, as well as details on all investment options
Wealth Studio, an online interactive module-based financial wellness system
Quarterly retirement savings snapshot encourages participants to save more and demonstrates the impact of increased savings.

Let’s Talk About What We Can Do For Your Business

Call us at 866-776-0218 or complete a request for more information.

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