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Partnering with Financial Advisors

The professionals at Advanced Plan Designs truly partner with financial advisors to provide their clients with the best possible service model. Some of the benefits we provide to you during the sales process include free customized proposals and plan design analysis, assistance with your sales call, technical support, assistance with vendor selection and educational seminars to increase your plan knowledge and assistance with increasing your overall book of business.

After the sale, we provide technical support to the plan sponsor on plan-related matters so all the questions are not filtered through you, which frees up your valuable time. We also provide a dedicated loan and distribution department that processes all plan payments. These no longer are sent to your office for processing. We provide a dedicated plan consultant for each plan, an online portal with access to all of your client’s records, projected eligibility reports to assist with enrollment meetings and assistance with plan installation paperwork.

Let us show you just how easy qualified plans can be when you partner with us.

” Advanced Plan Designs has helped countless business owners and employees meet their Retirement Plan needs in a responsible and cost competitive way. They are the only professionals I allow to present to my clients. “

Joe E. Froehle, Senior VP of Investments, Wells Fargo

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