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?

Investments

Over 3,000 no load, no transaction fee funds to choose from. Buy stocks, bonds, ETFs and CDs in your 401(k) account.

Service

From investment selection to retirement planning. We can help your employees on an individual basis grow a secure future.

Cost

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.

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#2 Request by Plan Participants

Financial Assistance

In connection with the plan, participants have access to investment advisor representatives to assist them with their retirement goals and questions.

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#3 Request by Plan Participants

Investment Options

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.

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#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.

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#2 Request by Plan Sponsors

Fiduciary Protection

ERISA 3(38) Advisor. Plan sponsor(s) is protected from suits and liability for investment roster decisions when using a 3(38) Investment Advisor.

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#3 Request by Plan Sponsors

Cost

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.

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