Retirement Services

Retirement Services

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.