Scale your workplace retirement plan business with a partnership solution. Rather than spend your time on retirement plan services that you don’t enjoy or know well, outsource to MFPRetirement (MFPR) team. We work as a partner to your retirement plan business. All your workplace retirement clients will be managed by our advisor. We focus on plan management, and you "Primary Advisor" focus on the participant communication and education. The Primary Advisor is the advisor who has the initial client relationship.  We work as a consultant for you that focuses on the management of the plan.

You "Primary Advisor" remains the primary advisor for all retirement clients brought to (MFPR) Us. We are only paid for group retirement plan revenue of your client(s). All revenue obtained from participants of a group retirement plan is solely the revenue of the primary advisor. If you, "Primary Advisor," end the partnership with MFPRetirement (MFPR) our team, the client remains your client.

The MFPRetirement (MFPR) Process to Partner with  Our Team:

• Meet with our team to understand the workplace retirement plan management process.
  
• Sign a partnership agreement with Us.
  
• Make an announcement to all your clients that you will be working with our advisor for your workplace retirement services.
  
• Add the MFPRetirement (MFPR) team logo and information to your website.
  
• Meet with your clients and our team advisor to explain that the MFPR advisor will be the primary retirement plan advisor managing the workplace plan(s). The Primary Advisor will be CC’d on all correspondence to the client and invited to all meetings.
  
• We will evaluate the current plan with the client and make any recommendation(s) and create a customized service plan.
  
• The Primary advisor and our team, MFPRetirement (MFPR),  meets with the client to discuss strategy(ies).
  
• We send new docs to clients to process a rep change on existing plans with Joint rep code.
  
• Primary Advisor and Our team (MFPR) meet to discuss the service plan and participant communication strategy.
  
• Primary Advisor and Our team (MFPR) and host a participant education/enrollment meeting. Our advisor, MFPR, informs participants of any plan updates or changes, and the Primary Advisor educates participants on the markets and the plan investments.
  
• The Primary Advisor provides all participants with their contact information.
  
• Participants are provided with an enrollment video and/or financial wellness tool.
  
• Client documents are all managed through Our team (MFPR).
  
• Clients have access to a secure online file and the Primary Advisor is an authorized user of all client accounts.
  
• Client plan investments are managed through Fi360 or a similar system.
  
• Primary Advisor and Our team (MFPR) meet bi-monthly to discuss clients and future clients.