Built for Partnerships
Add automated 401(k) contributions to your plans without changing your platform
AltaFiduciary partners with Plan Advisors and TPAs to provide automated 401(k) contributions to the plans you already serve.
By adding AltaFiduciary, you can offer your clients an additional layer of oversight and take another job off their plate while continuing to serve in your existing role with no change to the recordkeeper, TPA, advisor, or plan structure.
Our partnership model allows advisors and TPAs to expand their service offering, strengthen client relationships, and generate additional revenue per plan.
Why Advisors & TPAs Partner With AltaFiduciary
Offer automated contributions to your clients
Many plan sponsors are looking for ways to automate the day to day manual process of contributions. By adding a payment integration, you can help ease the burden of the plan sponsor while reinforcing your role as a trusted provider.
Generate additional revenue per plan
AltaFiduciary offers a revenue-sharing partnership model. When your clients add AltaFiduciary as the payment integration, you receive ongoing revenue while continuing to provide your existing services. This allows you to increase revenue per plan without increasing workload.
No conversion required
AltaFiduciary fits into your current plan setup. There is no need to move the plan to a new platform or bundled provider.