While every business should have a retirement plan, not every business should have the same plan. That’s why we find out the goals of your plan, then build in the features that match your objectives.
Our innovative platform is more than mutual funds
In 1982, we first introduced the concept of offering multiple funds from some of the nation’s well-known fund families all in one customized package. And, that was just the beginning.
The flexibility of our many investment solutions lets you assemble a plan that can help meet the varying investment needs of all of your employees.
Hands off, hands on – we offer solutions for most every type of investor
We understand that your employees will have different degrees of knowledge and interest in investment management. That’s why we encourage you to consider offering options for both “hands off” and “hands on” investors – with no additional expenses to you as the plan sponsor.
Understanding fiduciary responsibility is the first step to having a successful retirement plan.
We help you understand what it means to be a plan fiduciary and what it takes to keep your plan compliant. Our support tools and resources help you manage responsibilities so you can continue running your company.