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.