CIFmarketplace is a third party marketing firm that delivers exceptional consulting & distribution services for the qualified plan market. We partner with top-caliber investment managers, trust companies, TPAs and financial advisers to deliver large plan solutions to the small and mid-size markets.
CIFmarketplace is a strong believer in Price Transparency and believes strongly that Bundled Providers (insurance companies and mutual funds) have not been fully open with regard to their True Cost, even under the tenets of the Federal Regulations governing the area. CIFmarketplace then looks to partner with regional independent advisers, TPAs, record-keepers, payroll companies and bank trust operations to promote the benefits of utilizing institutionally priced mutual funds, collective investment funds and exchange traded funds, Multiple Employer Plans, and other strategies to begin to control investment product managers, reduce costs and improve participant outcomes.
Case Study - Relative Performance of Mutual Funds versus Collective Investment Funds
White Paper - Net Cost Advantages of Collective Investment Funds
The CIFmarketplace team has a 40 year experience in the retirement channel in the following areas:
Our consulting client base has included:
Our areas of expertise encompass, but are not limited to:
White Paper - Third Party Administrative
With the trends in the retirement industry towards the evolution of fee-based advisory support, we look to develop and execute targeted regional marketing campaigns to both raise local brand awareness, while generating new clients and billable assets for advisors, MEP relationships and regional service businesses like CPAs, payroll providers and bank trust firms.
Given the ‘newness’ of the retirement channel to fee-based advisers, we offer the following services:
Mr. Roberts founded the CIFmarketplace with over 35 years of experience in the retirement industry. Most recently, he was a principal in Advisors Capital Resource, which was a pioneer in the development and distribution of collective investment funds in support of managed portfolios for self-directed retirement programs. Previously, he owned and operated one of the largest pension administration firm in New England, where he was the author of influential White Papers...
Mr. Roberts’ primary role is as a Data Manager and Creative Director for CIFmarketplace’s marketing division. Most recently he worked for an online advertising firm located in Venice California as a Media Buyer where his responsibilities included managing an online media team for both branding and ROI Advertising campaigns. Mr. Roberts also specializes in website development and other areas of Graphic Design. He attended the Master’s College for degrees in Communication and Business.