Your 401(k) Plan:
Funds, Tools & Support For Success
Low cost funds, high quality portfolios
Our approach to 401k plans is built on low cost, high quality index funds in open architecture plans that “unbundle” services such as administration and custody, investment management and education. This enables small to medium-sized 401k plans to obtain institutional pricing, fee transparency, maximum flexibility and objective investment advice. As we receive no compensation for any fund selection, participants can be confident that our advice is unbiased.
Education and advice for your employees
Educating plan participants is a service that we take very seriously. In this post-pension era, employees are responsible for saving for retirement, and providing education and advice is essential to help them achieve a successful retirement. In additional to annual and semi-annual meeting, will make useful information available to plan participants through our 401(k) blog, online resources and other mailings.
Please encourage your employees to take advantage of the annual face-to-face meeting and semi-annual conference we offer to each plan participant. Research shows that participants who get professional advice experience higher returns than those who don’t.1
1. Financial Engines and Aon Hewitt, Help in Defined Contribution Plans: 2006 Through 2010, September 2011