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Matrix helps “our Merrill Lynch Financial Advisors to reduce administrative work so they can more easily generate new business and broaden opportunities in the retirement market.”

—Paul Welykoridko, VP of Retirement & Education Solutions, Merrill Lynch.

Solutions: Third-Party Administrators

Keep your business—and your promises.
Let’s face it, as a TPA you’re in a challenging position. How do you provide excellent customer service and grow your business at the same time? What about continuing to provide the latest products and services and compete in an ever-changing marketplace?

Matrix Financial Solutions can help. Our proven, turn-key products and services let you offer the most effective and broadest range of solutions to your customers, helping free up the resources you need to grow business. With one of the most broker-friendly, open-architecture platforms in the industry, Matrix Financial Solutions lets you choose different service providers, offering unparalleled referral flexibility.

TPA solutions include:

  • Web Dashboard Application to support
      • Investment policy statement
      • Fund selection
      • Subsequent fund reporting and fund monitoring
  • Annual Plan Demographic Report
      • Combines participant/plan data with fund data
      • For use by advisor to communicate plan trends and investment performance with plan sponsor
      • Does not currently exist in open-architecture environment
  • Asset Allocation Modeling
      • Target-date portfolios
      • Risk-based portfolios
      • Third-party money managers

  • Multi-Broker SDA Solution: Provides flexibility, choice and control over retirement plan assets, allowing for self-direction or assigned third-party investor management.

Other services include:

  • Daily unitization and fee accruals available for
      • Publicly Traded Company Stock
      • Model Portfolios (customized fund-of-funds)
      • Separately Managed Accounts
      • ETFs

  • Commission and fee-based compensation models with full fee disclosure

  • Automatic rollover IRA provider

  • Electronic delivery and e-signature for trust and custodial documents

  • Electronic delivery of statements