Channel Partner Solutions

Keane Retirement Services frequently and successfully partners with a range of professional services firms—including auditors, actuaries, third-party administrators, recordkeepers, and bundled recordkeepers. These firms routinely tap into our expertise to help their clients address ongoing and ad-hoc needs for plan management services—and they appreciate the value we enable them to deliver to their clients.

We encourage you to learn more about our capabilities, as well as the advantages of partnering with us. Talk to current partners and you’ll hear time and again that our expertise in managing retirement plans is second to none. What’s more, partners value our unique approach and philosophy. In working with our partners, we’re:

• Flexible. Depending on your preferences, Keane Retirement Services can engage with your clients separately or integrate with your firm—enabling you to present a unified team to your clients. To be sure, partnering with Keane Retirement Services isn’t a one-size-fit-all proposition. We work with each partner to develop an approach and a relationship that is mutually beneficial—and that delivers the results your firm is seeking.
• Creative. We understand that not every partner or client has the same needs or objectives. That’s why we offer a number of innovative solutions that enable you and your clients to meet specific business goals around risk management, cost reduction, and asset retention. We can help you and your clients better manage active plans, terminate defined contribution plans, and address the challenges associated with abandoned, or “orphaned,” plans.
• Supportive. We’ve prepared sales collateral that you can customize and use with your clients and prospects. Our sales team is also available to talk or meet with your clients to further explain how our capabilities can meet their needs now and in the future.

For more information about partnering with Keane Retirement Services click here to download our brochure or call 1-800-848-8896 x3214.

If you're a plan sponsor looking for information, see our active retirement plan services and also our rapid plan termination services

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