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Retirement Center

The Virtus Retirement Center is dedicated to supporting the needs of retirement plan advisors. Here you will find an array of retirement plan resources, including interactive plan design and fee comparison tools, business support, and thought leadership content.

Retirement Planning Resources - Tools

Advisor Tools

Plan Design Tool

Benchmark a retirement plan against comparable plans, and generate a customized report to review areas of strength and opportunity with clients and prospects.

Fee Comparison Tool

Create a customized report to compare a retirement plan’s fees to plans of similar size and industry, based on data that is updated quarterly.

Retirement & Investment Calculators

Interactive savings, retirement, and investing calculators for hypothetical use only.

Retirement Planning Resources - Resources

Advisor Resources

Business Growth Resources

Highly targeted leads and prospecting tools for selling to the U.S. retirement plan market. Business-building support includes access to enhanced contact information and detailed data on thousands of retirement plans.

Retirement Planning Resources

Educational resources and reference materials specific to retirement plans and planning. Includes white papers, primers, and guides to the Virtus Plan Design Tool and Fee Comparison Tool.

Sales Support

Your Virtus retirement consultant offers investment solutions and plan support to help you better serve your clients. Connect with us today.