A uniquely, handcrafted retirement plan just for you
Want to know what your Plan is limited to? Nothing. We allow you to completely design your own plan from
top to bottom. If you need guidance for the best scenario based on your Company's needs we can
help with that too. And, no, we will not charge you a consulting fee for this.
This flexibility spills over in all aspects of the Plan. Want to invest in mutual funds? The sky is
the limit - if it is out there and available, your participants can have it. We do not limit the
number of funds in your Plan. Want to have self-directed accounts? Consider it done. Want to have
managed accounts that are daily valued? Not a problem. Want to allow for certain in-service elements
like permitting loans, but not permitting disbursements and maybe even throw in age requirements?
We can make that happen. Easy.
"In-House" means meaningful information and less junk
We do not rely on outside vendors for the formatting of our reports (except government forms).
This allows us to be in complete control of the information we can provide in our reports, the appearance
of the reports, the flexibility to change the format of a report if a special situation arises, and to
keep control of our costs.