RBC Dain Correspondent Services offers a wide range of full-service retirement plans and we'll provide the support you need
to help your clients achieve their goals.
Here are the individual and business plans that we provide:
- Individual Retirement Accounts (IRAs)
- Roth IRAs
- SIMPLE IRAs
- Simplified Employee Pension Plans (SEP)
- 403(b) Tax-sheltered Custodial Accounts (TSCA)
Mutual Funds investments only
- Profit Sharing Plans (PSP)
- Money Purchase Pension Plans (MPP)
As you work with your clients on their chosen retirement plan, you can draw on the expertise of RBC Capital Markets Corporation's retirement area.
These professionals stay current on all legal and regulatory changes affecting retirement plans.*
RBC Dain Correspondent Services can help you get your clients on track toward a successful retirement and that may be the most
important thing you can do for them.
*RBC Capital Markets Corporation does not provide tax or legal advice. We will work with clients' individual or legal advisors to help create a plan tailored
to their specific needs. |