- Provide secure, accurate, and up-to-date
- Initiate transactions when it is convenient
- Deliver 24-hour, anywhere, anytime access.
- Updated trade and account information at the
close of every business day that the market is open.
- Multi-fund/Multi-family line-up monitored by
Professionals in our Financial Management Group
- 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)
- Broad Based Benefit Plan Consultation
- State-of-the-Art Technology Recordkeeping Platform
- Comprehensive Plan Sponsor Management Reporting
- Low Cost Compared to Peers
- Local personal service from The People You Know and
Investment and retirement
planning education and support, including:
- Fund data sheets
- Online prospectuses
Support for the
sophisticated investor, including:
- Multiple portfolio
- Ability to modify
underlying assumptions and incorporations of unusual income and
- Power Strategizer -
"what if" scenarios
- Objective investment
guidance from a proven source.
- Simple enough for
the novice user or investor; powerful enough for the most
Support - "How to Use GuidancePlus" booklet & Participant Financial
Planning Tool Set (e.g. paycheck calculator, loan calculator).
Edwardsville is here to help you and your employees
create something of value...a retirement plan that
brings lasting satisfaction and peace of mind.
Call our Retirement Plans
Services Group today at 618.659.6406 to set up an