Advisor Information

Advisor Information

Correll Co. has built a solid service reputation that is recognized nationally by PLANSPONSOR® Magazine. This reputation is the foundation that has allowed us to form strong, successful strategic alliances with financial advisors throughout the country. We are an independent Third Party Administration firm that works with financial advisors to determine which type of retirement plan best suits the needs of your clients.

A strategic alliance with Correll Co. means that the advisor needs to worry about only one thing, advice! From plan design, compliance administration, and recordkeeping, Correll Co. provides quality, personalized service and support to financial advisors and plan sponsors that gives them peace of mind at a competitive price. Since 1974, Correll Co. has provided actuarial, administrative and consulting services to employer-sponsored retirement plans of all sizes.

A client’s decision to select you as their financial advisor is one of the most important decisions they can make for their retirement plan participants. Correll Co. understands this commitment and employs a tenured, knowledgeable staff of retirement plan professionals to meet the administrative needs of financial advisors and plan sponsors. Once a plan is in place, we continue to work with our financial advisors in order to meet the long term goals of your clients.

Correll Co. dedicates itself to partnering with quality financial advisors. If you are a financial advisor that has retirement plans as a part of your business or if you wish to learn how to make retirement plans a rewarding part of your business, contact us at (708) 599-5200 or email us at sales @ correllco . com.

CORRELL CO.

“We Have Plans for the Future”