First Allied’s Retirement Services team assists our affiliated independent financial advisors in providing innovative retirement solutions to their clients. In addition to standalone retirement plans, the Retirement Services team specializes in crafting customized retirement solutions alongside advisors that can be integrated into a comprehensive wealth management offering for each individual client.
Solutions may include offering more than one retirement plan for a business or individual, plans that identify and implement risk-averse asset management strategies, or plans that address asset protection, estate planning and more. Rather than using pre-set designs or cookie-cutter retirement plans, our benefit specialists work closely with advisors and their clients to design customized plans that meet your specific needs and objectives.
We have fostered relationships with investment product vendors that are financially independent affiliated providers. Through our affiliates, you have access to a suite of proprietary investment solutions that can be tailored to meet each plan’s specific requirements, giving you the freedom to choose between an integrated or a la carte solution. We tailor the necessary documents to establish your plan and submit them to the appropriate federal agencies, and we continually monitor your plan and provide all of the ongoing administration, assuring continued IRS-qualified status.
For additional information, view First Allied's Products and Services page.
For new plan inquiries or questions, contact First Allied Retirement Services.
First Allied Retirement Services may provide third-party administrative services to clients of financial advisors, who are affiliated with its family of broker-dealers and registered investment advisers. First Allied Retirement Services is part of Cetera Financial Group®. First Allied Retirement Services and its related entities operate independently and there is no requirement for retirement plan clients of Cetera Financial Group firms to engage with First Allied Retirement Services.
About Cetera Financial Group
Cetera Financial Group® is the retail investment advice platform of RCS Capital Corporation (NYSE: RCAP) that delivers the benefits of scale to its family of independent broker-dealer firms and registered investment advisers while providing a framework that nurtures relationships, unique cultures and unbiased objectivity. As the second largest independent financial advisor network in the nation by number of advisors and a leading provider of investment programs to financial institutions, Cetera Financial Group provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology to its family of broker-dealer firms nationwide.
Through those firms, Cetera Financial Group offers the stability of a large, established broker-dealer and registered investment adviser, while serving independent and institutions-based financial advisors in a way that is customized to their individual needs. Cetera Financial Group is committed to helping advisors grow their businesses and strengthen their relationships with their investor clients. All of the Cetera Financial Group broker-dealer firms are members of FINRA/SIPC. For more information, visit www.ceterafinancialgroup.com.