Jupiter Distribution Partners is an evolutionary new marketing model for the retirement plan industry. In a time of upheaval and uncertainty in the financial world, we are changing the way that retirement plans are marketed, sold, and distributed.
Jupiter Distribution Partners offers clients instant access to the Defined Contribution plan marketplace, delivering assets, advisors, and new retirement plans. Working in partnership with 401kExchange, Jupiter Distribution Partners provides investment-only companies and recordkeeping firms with direct, quick entry into the growing Defined Contribution market and a flow of new retirement assets.
Jupiter Distribution Partners also connects retirement advisors and broker dealers with the best practice management tools in the field, to grow their business in an increasingly competitive market.
Jupiter Distribution Partners was founded in 2008 and is led by some of the most influential names in the retirement financial services industry, including William O'Grady, President of Sales and Distribution. Jupiter Distribution Partners is a broker dealer registered with the SEC and member of FINRA/SIPC.
Partnership. Innovation. Creative solutions.
Our innovative model is unmatched in the industry. Jupiter Distribution Partners offers clients a unique "hybrid" solution to increase their 401(k) and other Defined Contribution plan sales, built upon three foundations:
As your strategic partner, Jupiter Distribution Partners delivers an instant sales force to market financial products to retirement advisors and broker dealers, and a network of proven connections to close the sale. Through our exclusive alliance with 401kExchange, we have direct access to 401kExchange's database of 30,000 retirement advisors, including a core of approximately 1,500 key advisors who are dedicated subject matter experts in the Defined Contribution plan market.
Our partnership with 401kExchange also allows us to provide the industry's most complete set of practice management tools, due diligence services, and online research to qualified advisors and broker dealers. Connect directly with 401kExchange's Provider Ratings, Weekly Exchange newsletter, and 401kScout Due Diligence – tools that are more critical than ever to succeeding in a volatile financial market.
