You Become The Plan Adviser
We Become Your Back Office Partner
You Help People Retire
White Label 401(k) Platform
EIP Private Label Program is A White Label 401(k)
Solution for RIA’s & Financial Institutions
Below is all the services we provide for our partners:
We provide ALL essential 401(k) duties, within a platform that is white labeled, for RIA's and other financial institution that offer 401(k) advisory services. Our job is to do the heavy lifting so you can focus on your advisory duties.
What is the main responsibility of the Plan Adviser?
When an advisory firm serves as the plan adviser a beneficial working relationship is established between the client, EIP & the advisory firm. The plan adviser reduces the plan sponsors burden by shifting some responsibilities, mainly ensuring the plan runs smoothly & client education onto themselves. To further assist our partners, EIP accepts the plan fiduciary role and gives our partners tools so they can provide sound, prudent insight to their clients.
We Bring More Than Just The Platform
Our expertise in ERISA Retirement Plans continues to be the top reason our partners stay with us. No cut-and-paste plans, instead we work with you to tailor & design a plan specifically to accomplish your clients goals & business objectives. Our software is great but we treasure our in-depth knowledge.
Learn More About Who We Are
Since 1974, our company has consistently served as one of the major retirement benefit consulting & administration firms in the Texas area. We launched the White Label Program after many years of helping independent advisers & receiving operational feedback. The goal of the program is to provide our selective partners, typically financial institutions & RIA firms, a white label 401(k) solution that integrates marketing & brand recognition of their wealth management firm within the 401(k) process.
The White Label Program provides our partners the expertise, infrastructure and back-office support they need to give accurate ERISA advice and to be competitive within the 401(k) advisory business. We take care the heavy lifting of all plan obligations and laws, while operating under a co-beneficial relationship, where all parties win together. That is our promise!