Virtually unlimited investment options with one of the Nation's premier brokerage firms.
We provide a low priced and extensive recordkeeping platform that is very hard to beat!
3 BASIC REASONS
Why Choose Us?
Over 3,000 no load, no transaction fee funds to choose from. Buy stocks, bonds, ETFs and CDs in your 401(k) account.
From investment selection to retirement planning. We can help your employees on an individual basis grow a secure future.
Save more of your money. Low-cost 401(k) administration and recordkeeping. Low-Cost investments. No hidden fees, no kickbacks.
How does your current Retirement Plan stack up?
We can benchmark your plan against our plan for free!
#1 Request by Plan Participants
Ease of Use
Our automated web based system uses an automated wizard to automatically create an investment plan for each participant based on risk and retirement timeframe for those who want automation. For hands on participants, a full menu of investment options are available to pick and choose from.READ MORE
#2 Request by Plan Participants
In connection with the plan, participants have access to investment advisor representatives to assist them with their retirement goals and questions.READ MORE
#3 Request by Plan Participants
Our platform allows for over 3,000 no load, no transaction fee funds to choose from. Participants can buy stocks, bonds, ETFs and CDs in their account. Plan Sponsors also have the ability to restrict investment access.READ MORE
#1 Request by Plan Sponsors
Robust Simple Platform
Our robust proprietary recordkeeping platform provides state of the art ease of use and reporting that has received accolades time and time again.READ MORE
#2 Request by Plan Sponsors
ERISA 3(38) Advisor. Plan sponsor(s) is protected from suits and liability for investment roster decisions when using a 3(38) Investment Advisor.READ MORE
#3 Request by Plan Sponsors
Your plan needs to have low cost investments via index funds, low cost administration, fiduciary protection, and advisory assistance. We strive to provide all four.READ MORE