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Qualified Retirement Plans
Made Easy

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Robust Retirement Plan Solutions at the Ready

Chalice Retirement Solutions enables you to cost effectively establish qualified retirement
plans for your clients with ease. At a fraction of the cost of typical providers, we enable you with
a powerful white label platform solution that expands your retirement plan business without
sacrificing quality or service.

You can construct your own plans or choose from our offering of turnkey investment strategies – and you can manage it all from an easy to use dashboard. Your plans are always showcased with your firm’s brand to help promote and strengthen relationships with existing and new
clients and prospects.

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Built to Your Specific Needs

You can build your white label qualified plan platform to best align with your business and client objectives. Our services cover the complete spectrum of needs – from mitigating legal responsibility for your plan sponsors by having us act as a named fiduciary, investment manager, trustee and/or administrator to helping you with your first qualified plan offering.

Our solutions help you lower costs, scale services, and save time to better manage and
grow your business.

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