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® (Cetera) is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit www.ceterafinancialgroup.com.