Offering Retirement Plans
A well-designed retirement plan can be a game changer when working in the business market. Whether you’re new to selling retirement plans, want to expand to new retirement markets, or want to build or maintain your already successful business, we can help you succeed.
Ameritas provides what businesses are looking for
- Strength in plans of all types and sizes, including traditional, pooled, governmental and nonprofit.
- Ability to scale up or down.
- Solutions to match any style of custodial relationships, administrative services, enrollment support and fiduciary assistance.
- Actionable technology to engage plan sponsors, participants and you.
- Configurable investment products designed to serve your clients’ best interests.
- Expansive payroll integration with many top payroll firms.
- Real human relationships and conversations.
Support you can count on
Our relationship with our field partners is one of our greatest assets. We recognize your work, reward your results and support you in your long-term success. You can count on us for:
We provide free reports that show plans in your area, help mining your book of business and help with prospecting to people you know. We support niche markets for pooled, governmental and nonprofit plans to create new opportunities.
We supply joint client presentations, pre-sale resources and best practices for closing intricate sales. We help you deliver on your promises, by assisting with implementation and retirement plan services.
Our service commitment stands out and will set you apart from the competition. We work closely with you and your clients to help make their retirement plan successful and to improve experiences and outcomes.
Once the plan is in place, Ameritas makes it easy to get the enrollment process underway. We take pride in delivering a timely and smooth onboarding experience for your clients. Our designated transition consultants quarterback each step in the entire process to ensure a successful implementation.
Our portal gives plan sponsors real access to plan and participant data in an intuitive and easy to use format.
With automatic enrollment and engaging education tools tailored by life stage, our participant tools get employees on track with next to no effort.
We protect confidential plan participant data and other plan information by following the U.S. Department of Labor’s published cybersecurity guidance for plan service providers.
As a mutual-based organization, we serve you and your clients, not stockholders. This mutual advantage means we make long-term decisions and invest in sustainable growth to deliver on our promises. Our tradition of financial stability is backed by our group ratings.
Strength in plans of all types and sizes
For more than 60 years, we’ve worked side by side with employers to deliver retirement plans and services that fit the needs of their employees. We understand the special needs and plan design requirements for all types of plans.
Traditional plans
Ameritas is poised to support defined contribution and defined benefit retirement plans to provide a reliable way for participants to save for retirement.
Governmental plans
Our strength in serving this market shows in the hundreds of state and municipality governmental plans that we serve. Trust us to help you serve this market.
Nonprofit plans
We know nonprofit professionals and educators are driven by passion. We are committed to having that same passion in helping you provide them with the right plan to meet their needs.
Pooled plans
Whether a MEP or PEP, we offer responsive, consultative and tailored services that adapt to your business needs. You can count on us to serve the pooled plan market.
401(k) and Profit-Sharing Plans • Multiple Employer Plans • Pooled Employer Plans • Money Purchase Plans • ERISA 403(b) Plans • Solo 401(k) Plans • 457(b) Plans • 401(k) Plans with Prevailing Wage Provisions • Traditional Defined Benefit and Cash Balances Plans • Governmental Plans • Safe Harbor 401(k) Plans
Solutions to fit your needs
We offer customized retirement solutions to help your business thrive.
Our responsive, consultative and tailored services support your pooled plans business.
Think we might be a good fit for your clients?
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