|
| AdvisorPlan Overview
You pick the funds and we'll do the rest
AdvisorPlan allows you to:
- Select the mutual funds offered to plan participants from the thousands available through hundreds of brand name fund families.
- Construct and maintain (reallocate and/or rebalance) your own asset allocation models/portfolios for participants.
- Set your own fees.
AdvisorPlan provides:
- Customized Marketing Materials, Presentations and On-Line Proposal Generation System
- Enrollment and Education Services
- Customized Participant and Plan Sponsor Internet Access and 24 Hour Toll-Free Telephone Access
- State-of-the-Art Daily Valuation Recordkeeping and Reporting Services
- Expert Plan Compliance and Administration
- Sophisticated Plan Design Services
- Either a fully bundled program (daily valuation recordkeeping plus plan administration) or a recordkeeping only program in conjunction with a local retirement plan administrator/TPA.