Compete and perform at a high level
We can help you retain 401k clients and grow your business.
TEAM TO HELP YOU
COMPETE
DIFFERENTIATE
GROW
As a financial advisor, you know that competing for 401k plans requires specialized knowledge, access to technology, and team strength. Without it, it can be difficult to be efficient and compliant. And that can leave you feeling uncomfortable and exposed.
As a financial advisor, you know that competing for 401k plans requires specialized knowledge, access to technology, and team strength. Without it, it can be difficult to be efficient and compliant. And that can leave you feeling uncomfortable and exposed.
At EXPAND, we believe you should be able to serve clients confidently and we have the industry expertise, technologies, and team to help you do it.
We can guide, collaborate, or simply provide expert support.
Advisor Flex
For advisors with a 401k practice, EXPAND delivers a technology-based partnership to streamline operations and support your growth.
Advisor Complete
For advisors new to 401k, EXPAND can help you make retirement plans a profitable part of your advisory practice without requiring you to become a plan expert.
Fiduciary Partner
For recordkeepers, broker-dealers, and RIAs, EXPAND can create and manage a product-level 401k investment lineup as your 3(38) fiduciary partner.
We’ve supported hundreds of advisor teams who serve thousands of retirements plans over the last 12 years.
Let’s talk about how we can help you grow.
It’s easy to get started with us:
Let’s meet to talk about your goals and expectations.
We'll tailor a solution with the services and support you need.
