Private-Label Retirement Plan Solutions Can be a Powerful Choice for Your Business

Employers and institutions offering retirement solutions need to maintain personal, long-lasting relationships with their clients, as well as offer the most up-to-date services, products and technology. If you have an established, trusted brand, but your organization lacks the resources for an in-house retirement program, consider partnering with a proven retirement provider for a private-label solution.

The benefits of a private-label retirement plan experience

Private labeling allows businesses and institutions to create a tailored retirement experience without the costs associated with developing an entire platform from scratch, explains Nicholas Betlow, product engagement and CX strategies, Ameritas retirement plans.

“We recognize employers and financial institutions have built relationships that are tied to their brand,” Nick explains. “Our role at Ameritas retirement plans is to help them retain their brand status through an industry-best retirement program experience. By partnering with us, employers and financial institutions can leverage Ameritas’ proven technology, extensive expertise and robust infrastructure while maintaining complete control over their branding and client relationships.”

This approach not only saves employers time and resources but also enables them to focus on what they do best: serving their employees. The result is a seamless, highly personalized experience that empowers companies to thrive in today’s competitive market.

Customized solutions to meet your needs

The flagship private-label solution that Ameritas retirement plans offers is integrated with our EliteUnlimited open-architecture product offering. It’s designed to be flexible and adaptable to the specific needs of each organization, delivering either a full private-label experience or a cobranded solution.

“Whether we’re working with employers directly or with groups such as Professional Employer Organizations, we know that every client has unique needs that a retirement program must meet to be successful,” explains Nick. “From branded marketing sites, to lead generation assistance, to working with you to help prepare your clients/employees for the enrollment process, we can offer you a completely customized solution. We have both the expertise and the technology to help ensure a positive, powerful experience every step of the way.”

With an in-house staff that has deep domain knowledge as well as branding and marketing experience, Ameritas also can help make sure a private-label solution is the best choice for you.

“Once again, every case is different,” Nick says. “We meet clients where they are and collaborate to find the right choice for them.”

Partnering for success

Importantly, Ameritas retirement plans not only designs a solution that aligns with a client’s current needs, but their future growth plans as well.

“From the first conversation, our goal is to make your experience as successful as possible with an eye toward your long-term success,” Nick explains. “As your business evolves, so does the platform, giving you a seamless transition to new features, services and solutions.”

This flexibility allows organizations to take full advantage of the latest technological advancements while maintaining control over their brand identity and client relationships.

“Beyond the extensive automation capabilities and branding flexibility we offer, our people are where we really shine,” says Nick. “We’re experts in this space. With our in-house industry thought leaders, every microsite, brochure or plan document we provide has been vetted and field tested to be as effective as possible.”

Given the regulatory requirements in the retirement plan marketplace, compliance is also a primary focus in Ameritas’ private-label program.

“All marketing and plan support materials we provide have already passed the stringency of our personal compliance department,” Nick says. “We work in collaboration with our client companies’ compliance teams as well to make sure the review process meets their standards—and we stay on top of changing legislation. It really is a full-service experience.”

What’s next for private-label retirement plans

With the success Ameritas has had in creating custom, private-label experiences for larger organizations, Nick only sees this solution gaining in popularity.

“We’re very excited about the conversations we’re having, and thrilled with the success of our clients, so we anticipate getting more and more traction in this space,” Nick says. “Since every conversation is a chance for us to customize a solution in a new and powerful way, we welcome firms and PEOs to reach out. We’ll collaborate with you to identify what makes sense for your brand and your institution and continue to work with you every step of the way as you share the program with your clients and employees.”

Now is an ideal time to get started, as the Ameritas EliteUnlimited program continues to roll out enhancements and develop strategic support materials in line with the changing market.

“If you’re an organization looking to work with an expert while maintaining complete control over your brand and employee experience, then we’re your obvious next conversation,” Nick says. “If you’re a PEO, advisory firm or broker-dealer, we can help you provide your clients with everything they need, from pre-made, fully brandable marketing materials, to marketing and communications strategies that make the process turnkey. Given the importance of retirement planning for employees, and how powerful this benefit is, we’re excited to be at the forefront of this industry, and to be able to serve all our clients at this high level.”