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Retirement Plan Services

Flagstar Advisors offers fiduciary, administrative, and enrollment expertise to help steward your plan today and tomorrow.

Fiduciary, administrative, and enrollment expertise

The fiduciary responsibility of implementing and managing an employer sponsored retirement plan can be a challenge, but it’s not one you have to face alone. We offer a suite of coordinated capabilities that can support your retirement plan: co-fiduciary, plan administration and oversight, and employee education.

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Retirement readiness demands pragmatic solutions

Now more than ever, employees need to take an active role in preparing for the heavy task of creating sustainable retirement income, or risk being unprepared.

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Diverse needs require diverse solutions

We understand that employees have a diverse set of needs and learning styles, so we provide an equally diverse strategy of communication and service.

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Continuity and consistency

Our approach is designed to work with your current recordkeeping and administrative partners. The experienced and time-tested capabilities we deliver to the relationship help customize and organize your business’ plan.

Your role as a plan fiduciary

As a plan fiduciary, your role can often be complex and labor intensive. Bearing responsibility for the management of relationships with multiple service providers in addition to personal liability for the management of investment options and employee education can create substantial challenges to workflow and productivity.

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Record Keeper

  • Enrollments
  • Website Access
  • Payroll Contributions
  • Recordkeeping Fees
  • Participant Communications
  • Annual Plan Review

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Third Party Administration

  • Form 5500 Prep and Filing
  • Summary Plan Description
  • Yearly Compliance Testing
  • Plan Documents
  • Plan Amendments

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Investments

  • Menu Selection
  • Ongoing Performance
  • Removing and Replacing
  • Expense Monitoring
  • Documentation

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Employees

  • Eligibility
  • Onboarding and Enrollment
  • Plan Information
  • Service issues
  • Education and Guidance
  • Retirement Readiness

Each relationship is customized around you

We have built our business by developing relationships that last a lifetime. We do this by partnering with individuals, families, and their charitable organizations, businesses, and professional practices.

Dedicated to helping advance your financial goals

At Flagstar Advisors, we are committed to helping you reach your financial goals. Effectively protecting and growing your wealth while minimizing risk demands professional focus and informed, well-researched planning and solutions.

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About Flagstar Advisors

Explore our single point of contact culture.

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Our Investment Philosophy

Personalized portfolio construction.

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Retirement Plan Services for businesses

We specialize in the retirement plan space drawing on our deep roots in the financial services industry. With backgrounds in client facing wealth management, portfolio creation and maintenance, and holistic financial and estate planning, we bring a comprehensive skill set to plan management and participant education and guidance.
 

Flagstar Advisors, Inc., Member FINRA/SIPC, is a registered broker-dealer, registered investment adviser, and licensed insurance agency. Flagstar Advisors is a wholly owned non-bank subsidiary of Flagstar Bank, N.A. Flagstar Bank, N.A. is not registered as a broker dealer or investment adviser. Securities and Insurance products offered through Flagstar Advisors are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value


Neither Flagstar Advisors nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances. No information contained herein should be considered a recommendation or solicitation to invest in a particular security or type of security.

The material provided is for information purposes only and should not be considered an offer to buy or sell, a solicitation of an offer to buy or a recommendation for any specific securities or products. Before investing in any product or services, consider the investment objectives, risks, charges, and expenses. For fund purchases, a prospectus is available containing this information. Read it carefully prior to making any investment decisions and retain it for your future reference.

Wealth management refers to products and services available through various services providers of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. Your representative will receive compensation in connection with providing advice or service. It is important to understand the differences when determining products and/or services to select.

Flagstar Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by FINRA or the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Flagstar Bank, N.A., and Flagstar Advisors comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is utilized to verify your identity.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.