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Multi-fund/Multi-family
line-up monitored by Professionals in our Financial Management
Group
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Use no-load
institutional or lowest cost shares available for greatest benefit
to participants. Full disclosures for all fund expenses (Difficult
to know true cost when using revenue sharing)
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Broad Based Benefit Plan
Consultation
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State-of-the-Art
Technology Recordkeeping Platform
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Comprehensive Plan
Sponsor Management Reporting
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Low Cost Compared to
Peers
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Local personal service
from The People You Know and Trust
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Investment and retirement
planning education and support, including:
- Fund data sheets
- Online prospectuses
- Interactive
education modules
Support for the
sophisticated investor, including:
- Multiple portfolio
planning
- Ability to modify
underlying assumptions and incorporations of unusual income and
expense items.
- Power Strategizer -
"what if" scenarios
Participant Benefits
- Objective investment
guidance from a proven source.
- Simple enough for
the novice user or investor; powerful enough for the most
sophisticated participant.
- Communication
Support - "How to Use GuidancePlus" booklet & Participant Financial
Planning Tool Set (e.g. paycheck calculator, loan calculator)
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