| Retirement |
Through our relationships with Principal Trust Company and Fidelity Management Trust, we offer a wide variety of retirement products and turn-key plans for individuals and businesses.
Mutual Securities' comprehensive line of Principal Trust retirement products and selling tools offer you a wide variety of funding options and services to help meet your customers' retirement planning needs. From individual retirement products to turnkey plans for small businesses, our products can help maximize your opportunity in the ever-competitive and growing retirement marketplace.
Our individual retirement offering includes Traditional, Roth, and Rollover IRAs, as well as the IRA-BDA (Beneficiary Distribution Account). Small-business retirement products include SIMPLE and SEP-IRAs, and Money Purchase/Profit Sharing Plan. Both individual and small-business offerings let you choose from more than 11,000 mutual fund share class alternatives, plus thousands of individual securities.
To help put you in a position to succeed, National Financial has partnered with Fidelity Registered Investment Advisor Group (FRIAG) to bring you the TPA (Third Party Administrators) Retirement Network (TRN). TRN is a business development and referral program that allows you to join forces with various TPAs for prospecting and winning retirement plan business. As part of TRN, the Fidelity Retirement NetworkSM - a powerful set of online tools and data - is available for you to identify an offering and retirement plan administrator for each of their prospects.
In addition, our Fidelity's retirement sales group is available to help you and your evaluate retirement plan options and assist with sales, marketing, and technical questions for all retirement products.
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