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Open Choice 401(k)TM
Provides Features Your Clients Want
- Brand Login screens with your Client's logo
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Add your Logo
if you wish |
- Fee based services allow you to chose your level
and manner of compensation
- Choose from over 30,000 mutual funds at NAV
- Design portfolios and style management to
provide clients with the best choices for their
plans.
- Help clients comply with the new
Pension
Protection Act
We'll Help You at Every Step
- We will help you with client presentations and
proposals at no charge
- Provide plan design input
- We provide and use IRS pre-approved documents.
- Pension
- Profit Sharing with or without 401(k)
- Comparability Plans (work group and age based)
- 457 Plans
We Do Not Compete
with You For Plan Investments
- You advise on investments -
- We administer the plan and help to keep it in
compliance with the law
Let us Show You How We
Can Help You!
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