International Retirement Plans

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How to Spend Your Golden Years in a Foreign Country

The decision to retire abroad is becoming increasingly popular among those seeking a vibrant new environment and a high quality... Show More

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Fidelity International

Reviews pending

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Company Overview

Founded

1969

Employees

5,001

Funding Summary

Not Provided

Clients Your Size

About Fidelity International

Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come. As a private company, we think generationally and invest for the long term. Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for nearly 50 years.
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Principal Financial

Reviews pending

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Company Overview

Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

Clients Your Size

About Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
The Principal is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic... Show More

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Zedra

Reviews pending

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Company Overview

Founded

2016

Employees

740

Funding Summary

Not Provided

Clients Your Size

About Zedra

ZEDRA is a global provider of Active Wealth, Corporate and Fund solutions. Our clients include high net worth individuals and their families seeking diversified active wealth solutions, as well as, medium to large sized companies, asset managers and their investors. Our full range of services is designed to preserve and protect the real value of our clients’ assets and our entrepreneurial outlook helps and supports our clients in unlocking their ambitions for growth and expansion, no matter how complex their challenges might be.
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AXIS Financial Consultants

Reviews pending

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Company Overview

Founded

2017

Employees

3

Funding Summary

Not Provided

Clients Your Size

About AXIS Financial Consultants

AXIS Financial Consultants specialize in international retirement plans. Planning your retirement as an expatriate can be a challenging exercise. For clients seeking a UK pension transfer overseas, Axis offer the following services:
Provide initial pension transfer advice
Arrange for the latest pension transfer value to be sent to you
Oversee the UK pension transfer process

AXIS Consultants have in-depth knowledge of UK and EU tax legislation in terms of ‘Double Tax Treaties’, Inheritance Tax, and Wealth Tax. Our advice will help you make the most cost-effective decisions regarding the amount of tax you pay. Show More

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GRP Retirement Partners

Reviews pending

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Company Overview

Founded

2014

Employees

Funding Summary

Not Provided

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About GRP Retirement Partners

Global Retirement Partners is dedicated to becoming a leading retirement plan consulting firm offering a complete suite of services to both plan sponsors and investors. This approach is built on an incredibly strong partnership between the Global Retirement Partners’ leadership team and the retirement advisors. We understand the power of an open-architecture environment and the value of a retirement planning advisor — and are dedicated to positioning Global Retirement Partners as an innovator in participant advice. The leadership team is rounded out with industry veterans with years of industry and regulatory experience, operational management, and innovative technology and program development. Show More

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Summa Global Advisors

Reviews pending

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Founded

2008

Employees

Funding Summary

Not Provided

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About Summa Global Advisors

We are an SEC registered investment advisory (RIA) firm providing customized investment advisory and comprehensive financial planning services.Summa Global's mission is to create and preserve wealth for our clients. We work with each client to develop investment strategies and customize portfolios that help meet their financial and life goals. We also act as the intermediary with our clients' trusted tax and legal advisors.
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Creative Planning

Reviews pending

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Founded

Employees

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Not Provided

Clients Your Size

About Creative Planning

Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $300 billion in combined assets and serve clients in all 50 states and abroad.*

At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out.

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The Sovereign Group

Reviews pending

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Founded

1987

Employees

Funding Summary

Not Provided

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About The Sovereign Group

Sovereign began in Gibraltar in 1987 and has since grown into one of the largest independent corporate and trust service providers in the world. We currently manage over 20,000 structures for a wide variety of clients – companies, entrepreneurs, private investors or high net worth individuals (HNWIs) and their families – and have assets under administration in excess of US$10 billion. Sovereign Corporate Services – offers company formation and management across all major jurisdictions, together with the necessary support to assist companies of all sizes to establish and sustain operations successfully.
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Natixis Investment Managers

Reviews pending

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Founded

1967

Employees

Funding Summary

Not Provided

Clients Your Size

About Natixis Investment Managers

Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms¹ ($1,017.7 billion AUM²).
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Greenback Expat Tax Services

Reviews pending

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Company Overview

Founded

2009

Employees

11

Funding Summary

Not Provided

Clients Your Size

About Greenback Expat Tax Services

Greenback makes life better for Americans living abroad and aims to take away the anxiety and hassle of helping US expats become and stay compliant with their US taxes while overseas. Why more Americans trust Greenback with their US expat taxes: Expertise. You work one-on-one with an expert CPA or IRS Enrolled Agent. Our team works with expats 100% of the time and is highly specialized in expat tax preparation.
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MSH INTERNATIONAL

Reviews pending

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Company Overview

Founded

1974

Employees

501

Funding Summary

Not Provided

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About MSH INTERNATIONAL

MSH INTERNATIONAL is a world leader in the design and management of international healthcare solutions with over 400,000 insured members across more than 194 countries and 2,000 corporate clients.
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Capital Group

Reviews pending

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Company Overview

Founded

1931

Employees

8,745

Funding Summary

268M Series E

Clients Your Size

About Capital Group

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.
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FMI Retirement Services

Reviews pending

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Company Overview

Founded

1997

Employees

Funding Summary

Not Provided

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About FMI Retirement Services

FM International Services (NY), Ltd. provides a wide range of retirement services featuring customized benefit plans, flexible investment options and centralized pension administration. Through FMi’s myriad services, businesses of all sizes create unique domestic and international retirement plans for two employees or two thousand – with a single provider handling conversion, setup and administrat...ion. For more than three decades, FMi professionals have specialized in defined-benefit and defined-contribution plan administration for U.S.-based businesses. But our professional history goes back even further – FMi founders can trace their first pension plans back 50 years and more.
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Investments for Expats

Reviews pending

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Company Overview

Founded

2018

Employees

Funding Summary

Not Provided

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About Investments for Expats

At Investments for Expats (IFE) we make sure that your financial future is secure. We can help by arranging and moving pensions so that they become tax efficient. We can support you in investing, we have a fund that we have set up and we can talk to you all about that. The key point here is that we will MANAGE your money to get returns rather than just GATHER money to have a big pot.
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Previnter

Reviews pending

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Company Overview

Founded

1974

Employees

Funding Summary

Not Provided

Clients Your Size

About Previnter

PREVINTER is an independent non-profit association. It promotes, organizes and steers the employee benefits of its member companies’ internationally mobile personnel.More than 40 years of international expertise PREVINTER was founded in 1974. Since then, it has worked with Insurer partners to provide its members with innovative group insurance solutions in the fields of Health and Life cover, assistance, third-party liability, pensions and moving insurance. Show More

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Reilly Financial Advisors

Reviews pending

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Company Overview

Founded

1999

Employees

Funding Summary

Not Provided

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About Reilly Financial Advisors

As an independent Registered Investment Advisor, Reilly Financial Advisors manages client assets through fully integrated solutions, providing a comprehensive suite of services to help clients achieve their financial goals. As fee-based advisors, we make investment decisions solely in the best interest of our clients. Our investment management discipline, combined with integral parts of our wealth management solution, is focused on working collaboratively with our clients to help them answer two critical questions: • Will I have enough? • How much risk do I need to take? Our extensive financial expertise has resulted in what we call our “Discipline to the... Show More

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STM Group PLC

Reviews pending

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Founded

1989

Employees

Funding Summary

Not Provided

Clients Your Size

About STM Group PLC

STM is a multi-jurisdictional financial services group listed on AIM, a market operated by the London Stock Exchange. The Group specialises in the administration of client assets in relation to retirement, estate and succession planning and wealth structuring. Today, the Group has operations in the UK, Gibraltar, Malta, Jersey and Spain. STM has developed a range of pension products for UK nationals and internationally domiciled clients and has two Gibraltar life assurance companies which provide life insurance bonds – wrappers in which a variety of investments, including investment funds, can be held.
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USA Benefits Group

Reviews pending

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Company Overview

Founded

1988

Employees

Funding Summary

Not Provided

Clients Your Size

About USA Benefits Group

USA Benefits Group is a non-captive agency of licensed health and life insurance sales professionals. A market mainstay for over two decades, USABG remains on the cutting edge of the industry, giving agents the resources they need to market their business to a 21st Century audience. Mixing traditional sales tactics with digital media, such as Web conferencing and e-mail marketing, our agents spend less time on the road and more time closing sales, with our top agents producing over $1 million in annualized volume each and every year.

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utmost

Reviews pending