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Who we are

Elite Retirement Alliances’ mission is to Increase Sales and Revenues for our Elite Alliance members.  We differentiate ourselves due to our diverse industry experience: Forward Thinking    Measurable Results.

The retirement industry is now facing the most challenging and dramatic changes in its history.  The latest DOL regulations are accelerating a race to the bottom in fees and services that will impact all players in the industry including:

 

  • Plan Advisors
  • TPA’s
  • DCIO’s
  • Record-Keepers

 

However, change creates opportunities.  Elite Retirement Alliance (E.R.A.) helps its members by evolving and accepting change and profiting from it, rather than clinging to sales practices of the past.

E.R.A. helps via forming focused alliance interactions resulting in measurable sales strategies leading to increased sales and profit growth.

Join our Elite Retirement Alliance in anticipating an exciting and dynamic future by participating in our local and national elite sales strategies and comprehensive value add material.

About Us

Services

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TPA’s

The Industry’s most ELITE TPA User Group. TPA members benefit from Revenue Growth, Increased Sales strategies and local networking opportunities with Retirement Plan Advisors, RK’s and DCIO wholesalers.

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Record-Keepers

Our industry leading knowledge of ELITE TPA’s and Plan Advisors will make a measurable difference in your sales activity. Find out how our creative approach can make a difference immediately.

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DCIO

You cover a large region:
we help DCIO wholesalers increase measurable
activity resulting in increased
flows and retention.

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Plan Advisors

We value your most important resource: TIME. Our Retirement Plan Advisor Resources Guide is an industry-go-to for those specializing in the defined contribution space. Our user group offers answers and networking events to help close new sales.

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Consulting Services

Our consulting services are available to record-keepers and DCIO firms on a national or local regional basis. Learn how our networking and User Groups can help you
and your sales team efforts.

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