Elite Retirement Alliance (E.R.A.) understands the increasingly challenging DCIO marketplace. It’s never been harder to be a DCIO wholesaler with the recent changes including:
(1) Institutional share classes with zero revenue sharing,
(2) Broker Dealer fund menu restrictions,
(3) Record-keeper consolidation.
And all of those changes happened before the new DOL regulations which are causing widespread changes in the industry.
Now more than ever, a sophisticated regional networking strategy is more important than ever. E.R.A. helps our alliance partners on a regional and national basis. One of our major differentiators is our ability to quickly target a specific region and dramatically increase focused, meaningful activity resulting in enhanced relationships and increased sales.