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CHALICE RETIREMENT SOLUTIONS
Robust Retirements Solutions for Your Clients
Your Membership Comes With Privileges
By joining Chalice Wealth Partners, you get access to some of the most innovative investment products and services available to independent wealth advisors. Expertise from industry veterans is used to vet our offerings before we add them to our exclusive shared services financial technology platform. A single sign-on gives you access to them all.
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The Primary Benefits of Chalice Retirement Solutions
The Primary Benefits of Chalice Retirement Solutions
Chalice Retirement Solutions helps you eliminate the complexity that comes with establishing qualified retirement plans for your clients. With our white labelled digital investment platform, you can offer retirement solutions with costs that are a fraction of typical providers—without sacrificing service. If needed, you can also mitigate legal responsibility for your plan sponsor clients by having our strategic partner, Vestwell, act as a named fiduciary, investment manager, trustee and/or administrator for the plan.
A White Label Retirement Plan Offering
Retirement plans come in all shapes and sizes. If you’ve never designed a plan, or even if you are experienced in retirement plans, you’ll appreciate the simplicity and guidance offered by Chalice Retirement Solutions. Our partnership with Vestwell allows you to build-to-suit a white label qualified plan for small, medium or large businesses. The platform and technology mitigates costs, allows you to scale your service and frees up time for meaningful conversations with your plan sponsor clients. Stop seeking and start doing with Chalice Retirement Solutions.
A White Label Retirement Plan Offering