Elite Advisor Program
You’ve built a reputation on delivering results. Now it’s time to amplify your impact. Our Elite Advisor experience provides you with an enhanced service model, product offering, and consultative approach to grow your business.
Advisor Choice Award
Proud winner in the Recordkeeping category of the 2025 PLANADVISER Retirement Plan Advisor Survey
PLANADVISER. 2025 Retirement Plan Adviser Survey. March 2025.
The Pinnacle of Excellence
You know how to deliver results, and we know how to help you go further. The Elite Advisor Program recognizes your expertise and supports your continued growth with a service experience that functions as an extension of your team.
As you rise through the program’s three tiers, you’ll receive increasing levels of support, visibility, and recognition to ensure you’re equipped with the tools you need to lead, grow, and win.
Join the Club
The Elite Advisor Program is structured in three tiers: Signature, Director, and Executive Elite. Each offers progressive benefits to match your business growth:
Dedicated point of contact
Work directly with a single service and consulting expert who understands your business and supports your growth.
Expert ERISA guidance
Tap into the knowledge of our experienced ERISA attorneys to navigate complex compliance and plan design challenges.
Elite network opportunities
Gain exclusive access to invitation-only events, including our Elite Advisor Conference, to connect with top industry peers.
High-touch service for every plan
Dedicated resources for client onboarding and client management.
Plan performance insights
We’ll help you identify underperforming plans and find ways to engage them.
Proactive regulatory updates
Stay ahead of legislative changes and confidently guide clients with timely insights and communications from our ERISA team.
