Recordkeepers Choose Us Over and Over.
We help recordkeepers keep the clients you have and meet your sales goals. Our plans are sticky. Not like rice or dried orange juice, but retention-wise.
We just make your job easier.
Why Our Relationship Matters
Your service teams are SO EXCITED when they know we’re on board, they know they’re not going to be overwhelmed, and we’ll fix the problems if they arise.
The wholesalers are thrilled because we’re great at communicating and we make sure you meet your sales goals.
Your clients are excited because they never wanted to think about whether the plan worked or not, and now they can focus on running their business.
Tech-forward. Efficiency-driven.
Asteri Collective member firms don’t run on fax machines and #2 pencils. Our technology-forward mindset means we’ve committed to streamlining operations and prioritizing connectivity. That’s the difference between partnering with a forward-thinking Asteri Collective Retirement Plan Consultant and being stuck in the days of Blockbuster and Tower Records.
