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  Fidelity offers our TPA clients access to innovative business development programs. These programs can help create a source for potential referrals, generate new revenue streams, and overall, expand your business's reach and visibility.
TPA Retirement NetworkSM TPA Retirement NetworkSM Help bring business your way with our TPA Retirement Network.SM This unique program enables you to provide access to our multiple fund family trading platform and pass through 12b-1 and finder's fees to eligible brokers.1 In turn, this may allow you to broaden relationships with broker/dealers in your area who may be viewed by local business owners as a source for retirement-related services. Some of the fund families available through the TPA Retirement Network include:
AIM TPA Referral Program Fidelity's Third Party Administrator Referral Program2 is intended to help you acquire new business by providing information on qualifying TPA firms to RIAs who are looking to establish a relationship with a third party administrator. 1 Finder's fees may not be offered with mutual funds, per prospectuses. For more complete information, including charges and expenses on any fund available through Fidelity, call or write for a free prospectus. Read it carefully before you invest or send money. 2 The Third Party Administrator Referral Program is for informational purposes only, and does not constitute an endorsement or recommendation of any third party administrator or registered investment advisor by Fidelity Investments Institutional Brokerage Group or its affiliates. Participating firms are not affiliated with Fidelity Investments Institutional Brokerage Group and are solely responsible for the accuracy and updating of their firm information. Institutional Brokerage Group brokerage services are provided by Fidelity Brokerage Services LLC. |
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