No longer are you tied to a small investment line-up offered by restrictive 401k products or insurance contracts. Our platform is open architecture and we can add almost any mutual fund or ETF available on the US exchanges.
What's more is that as your 3(38) plan fiduciary, we use sophisticated tools to continually monitor the plan and its investment options to make sure that they are the appropriate investments for your participants and, if one or more of our investments cross over into our screening replacement list, we remove and replace it immediately and automatically for you. This ensures that your participants always have great/appropriate investments as well as removing some of the fiduciary liability from you.
Click the picture to the right to view our sample line-up -->