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Retirement plan establishment center

Welcome! We’re glad you’re here

Welcome to our financial professional establishment experience for retirement plan sales. Whether this is your first sale with Securian Financial or a repeat event, we value your business and appreciate your confidence in our retirement plan solutions.

Quick answers to important questions

Plan establishment can generate many questions, and we make it easy to get answers.

Plan establishment Q&A

Guidance throughout the establishment process

Your Securian sales specialist previously emailed you the essential documents and information required to initiate the plan establishment process. Your sales specialist can confirm the necessary documents if needed.

Once the documents are returned and considered in good order, a Securian conversion manager will be assigned. Your conversion manager will handle the details, communicate with you and your client, and provide guidance throughout the process.

Plan establishment experience

We offer a highly personalized transition offering multiple levels of support and communications.

Learn more

Compensation and statements

RIA firms and broker-dealers typically designate a compensation payee during the establishment process and provide directions for remitting monthly payments. When it comes to compensation statements, the payee can view them online at advisor.securian.com. Learn more about compensation and statements.

Your firm contact is the best source of information for detailed questions regarding compensation and statements.

Experience our websites*

Financial professionals

Securian’s website for financial professionals provides information and resources to help you manage your retirement plan business with us. Registration is required, and the site is best utilized with your broker code issued by Securian. This code confirms that you are appointed with us and is your unique identifier within our systems.

Get detailed website registration instructions.

* Website access for Securian Financial Network financial professionals is automatically added through SecurianAdvisor.com when you sell a retirement plan with us.

 

Plan sponsors and participants

The sponsor site includes plan information, valuable reports and client servicing resources. Participants can enroll, view and change their accounts, process transactions, access calculators and educational resources, leverage a projected retirement income tool and more.

You can explore the capabilities of our plan sponsor and participant websites by visiting securian.com/retirement-demo.

New client satisfaction

100%

of employers new to Securian were very satisfied/satisfied with the overall plan establishment experience

100%

were very satisfied/satisfied with their conversion manager

Source: Securian Financial 2020 new retirement plan client survey, 2020. 

Contact us

Contact your Securian sales specialist or the retirement plan sales team at 1-877-876-4015 for more information or assistance.

 

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