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Services for Advisors and Brokers

Randall & Hurley provides exceptional retirement plan TPA services that complement and enhance what you do. We are committed to building a strong partnership with you, the employer and the plan’s participants. In addition to the many services we provide on behalf of your clients, we also offer a number of services to support you.

Our full-service website for investment professionals lets you view all plans associated with your clients using one set of login credentials. Each plan is customized so that only the provisions and permissions allowed by the plan document are available online. Reports are available so that you can monitor fund popularity and performance, as well as transaction frequency. Customized reports are also available so that you can easily track the most important aspects of financial plan maintenance. You can also access individual participant accounts to assist in setting up online accounts, making transactions, etc.

You always have access to the plan's dedicated plan consultant. This arrangement facilitates a long-term relationship where each party knows and understands the client's history and current needs. We value your role in retirement plan maintenance and are looking forward to working with you.

If you have questions about other services we can provide, please contact us. We'd be happy to help and provide a free quote for our services.

Learn more about what makes our company unique.