Advanced Planning & Retirement Solutions

Advanced Planning Group—The Advantage You Need


When you encounter technical issues or legal questions that go beyond your scope of knowledge, our exclusive Advanced Planning Group offers in-house expertise and advice for even the most sophisticated financial issues and strategies. This dedicated team of highly credentialed legal and financial professionals offers a consultative approach, delivering a wealth of information designed to educate and assist you with your most complex client needs:

  • Wealth Transfer Planning
  • Retirement Funding and Distribution Planning
  • Business and Succession Planning
  • Stock Options
  • Life Insurance Planning

Learn More about the Advanced Planning Group

Retirement Solutions


When you come across a retirement plan opportunity, do you have what you need to be successful?

Our Retirement Practice Consultants help you build your retirement plans business, with a customized, systematic approach covering best practices for business growth and retention, technology and practice management, product knowledge and regulatory updates.


Our Retirement Plan Specialists is an ERISA consulting team and affiliated third-party administrator (TPA) that delivers customized solutions, from retirement plan creation to employee benefit plan administration. They can also offer more sophisticated options such as new comparability testing, multi-plan integrated benefits testing, or individually tailored benefit-rate grouping.

Learn more about our retirement plan solutions (PDF)