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Retirement Strategic Partners Program

The Firm may also receive certain revenue sharing payments from third-party firms, including plan recordkeeping platforms as well as investment managers of mutual funds and the issuers of annuities (each a “Retirement Partner”).  Retirement Partners participate in activities that are designed to help facilitate the distribution of their products and services, such as marketing activities and educational programs, including attendance at conferences and presentations to the Firm’s financial advisors.  These revenue sharing payments are in the form of a fixed dollar amount that does not depend on the amount of the Plan’s investment in any product or utilization of any Retirement Partner’s services.  Retirement Partners may also pay the Firm’s expenses, or provide non-cash items and services, to facilitate training and educational meetings for the Firm’s financial advisors, which similarly do not depend on the amount of the Plan’s investment in any product or utilization of any Retirement Partners’ services.  Our representatives do not receive any portion of these payments.  

The following is our list of Retirement Partners for 2015-2016 in alphabetical order: 

  • John Hancock
  • Lincoln Financial Group
  • Nationwide
  • Principal Financial Group
  • Transamerica
  • Voya

It is important to note that you do not pay more to purchase Retirement Partner products or services through the Firm, than you would pay to purchase those products or services through another broker-dealer, and your representative does not receive additional compensation for selling or recommending a Retirement Partner product or service.

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