Your Partner in Retirement Plan Design, Consulting & Administration
As an independent, non-producing TPA, United Retirement offers a true partnership with our financial network. We work seamlessly with our partners to build productive, long-term relationships that will help them grow their retirement plan businesses.
We recognize that trust and collaboration are vital for the success of relationships, and we help our partners safeguard their clients by providing sound counsel and ongoing regulatory education.
Our partners include retirement specialists, financial consultants, registered investment advisors and financial intermediaries who value our depth, range of experience and independence.Whether you are a seasoned advisor or just entering the retirement planning space, United Retirement has the experience to help you deliver quality solutions and services to your clients.
Partner with United Retirement
National network and local experts. We are the leading national provider for retirement plan design, consulting, and administration services for small to mid-size employers. With sales and service centers across the country, United Retirement delivers local services to its clients, backed by the strength of its national resources—people, technology and operational protocol.
URPC advantage. We are a non-producing TPA, meaning we partner with our financial intermediaries on client engagements and don’t compete with them for investment or insurance sales. And, we are product and platform agnostic, meaning we can work on any type of qualified or non-qualified retirement plan, regardless of size, on any insurance or open architecture daily valuation platform, or with any brokerage account platform in a balance forward arrangement.
URPC expertise. Our primary resource is our people. Our national team of 250 credentialed experts (Enrolled Actuaries, ERISA Attorneys, Retirement Consultants, etc.) works together to ensure our clients are maximizing retirement savings opportunities and minimizing taxes. Our people present at industry conferences, serve on ASPPA committees, and have been published in national trade journals. We host numerous informational webinars for clients and financial intermediaries on industry hot topics, plan design, etc. and offer client updates through our quarterly newsletters.
URPC experience. We have the experience necessary to provide our services accurately and efficiently. And, we have the confidence that it is right, as all of our work is completed on our national technology and operations platform for client servicing and reporting. We service 8,500 clients with retirement plan assets totaling $12.5 billion. We have experience in designing and administering qualified and non-qualified plans for businesses of all types and sizes. Through personal attention and a technical knowledge of the IRS and DOL regulations, we can work together to find the best solutions for our clients and their plans.