Which retirement plan offering works best for your clients?

Essential Choice

A prepackaged solution built on industry best practices

 

Essential Choice is the go-to solution for smaller retirement plans, providing a streamlined solution for busy advisors and plan sponsors.

The Essential Choice product is designed for plans with up to $5 million in assets:

  • Easy setup and conversion
  • Comprehensive plan sponsor services
  • Life stage participant education program
  • Fixed pricing model
  • Flexible investment options

            

Watch the video to learn more.

A custom proposal in five easy steps

In just minutes, you can create a custom proposal to close your sale.
Our Essential Choice proposal generator is easy-and free-to use.

  1. Register
  2. Complete prospect form
  3. Review proposal
  4. Deliver to prospect (electronically or download a PDF)
  5. Access your proposals

"It's very efficient to generate a formal proposal so quickly. Even if we might know the estimated pricing, the formality of the proposal helps when presenting options to clients. Really helps make our job easier."

- Garrett Brower,
   Bukaty Companies Financial Services

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