Online Brokerage Services Inc

0.0
(0 Reviews)
10200 Waterville St., 43571 Whitehouse

Info

OBS delivers this solution so that the solution is truly your qualified plan offering. All collateral carries the financial institution's brand including: cost and performance custom comparisons, proposals, and a website in which sponsors, advisors, administrators, and participants can use to manage the plan. The website is a simple yet robust designed web interface designed with plan sponsors in mind. Turn-key: The entire qualified plan solution is completely turn-key and operates without the need for constant intervention and monitoring. Third-party Administrators (TPA) are priced as part of the package but can be replaced with a TPA of the advisor's choice. The steps for offering this product are outlined below:The process begins with the advisor providing OBS with a 1 page proposal request sheet. Within 3 days the advisor will receive a detailed comparison between the plan sponsor's current plan and your proposed plan. The advisor will also receive a private-label color presentation and letter of intent for the sponsor to sign. At the advisor's discretion, an OBS representative, our record-keeper, and/or TPA can be available to help present the proposed plan to the plan sponsor, and assist in plan design. Rollout and implementation over 30 day period. OBS's record-keeper and TPA does all the "heavy lifting", while the advisor coordinates enrollment of the participants.

Map

10200 Waterville St., 43571 Whitehouse

Reviews

Unverified Reviews
0.0
(0 Reviews)