CONCERT Launches Fiduciary Services Compliant Retirement Plan Platform for Independent Advisors

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CONCERT’s Retirement Plan Services offering will offer a unique innovative, cost effective and compliance-centric solution for Advisors competing in the retirement plan space positioned to be an optimal solution in the new regulatory environment for 2017.

The regulatory shift affecting the retirement plan business has created an opportunity for ERISA savvy RIAs who have the infrastructure and technology to track and administer this data intensive business.

CONCERT Wealth Management, Inc. has teamed up with leading industry providers to build a turnkey service for CONCERT’s advisors with, or wanting to pursue, retirement plans. The Retirement Plan Services program offers customizable support levels for both the Plan Sponsor and advisors as well as full marketing and compliance governance. In order to provide a robust platform for advisors, the services include the options of 3(21) and 3(38) fiduciary roles, as defined by ERISA, as well as managed models supported by CONCERT Capital Management, Inc.

CONCERT Global is an Advisor Technology and back office services company providing a comprehensive suite of services to independent Advisors (IARs), Registered Investment Advisors (RIAs) and Broker/Dealers (B/Ds). CONCERT's fully integrated platform of technology solutions, technology services and administrative support offers increased efficiency and scale allowing their Advisors to focus on clients instead of the back office. CONCERT Wealth Management, Inc., its registered investment advisor affiliate, provides additional efficiency to advisors throughout the country by leveraging strong industry relationships, back office and compliance services. The firm's Capital Management division also provides investing solutions to help advisors better serve their existing clients while cultivating practice growth.

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Felipe Luna
CONCERT Global Group
+1 408-856-6310 Ext: 1155
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Joseph Lawrence
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CONCERT Wealth Management, Inc.

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