How Can We Help You?
World Class Pension Plan Platform
Tired of the high costs and limited plan restrictions?
- Platform Flexibility allowing unbiased fund offerings without common restrictions.
- State of the art technology allows custom fund offerings based on:
- Peer & index performance
- Fund management tenure
- Fund style drift
- Turnover & expense ratio
- No cloned funds
- No insurance co. wrap fees
- Full disclosure/no hidden fees
- All no-load/no CDSC
Our own unique daily valued qualified platform offering the ultimate in plan options, control, and flexibility with intensive attention dedicated to participant education and state-of-the-art technology. Offering top quartile funds on a no-load basis reviewed for performance and cost.
- Does your plan mandate that a certain percentage of assets be invested in one fund group?
- Are your choices limited?
- Are your mutual fund offerings reviewed regularly against their respective peer and index performance?
- Are your returns reduced by costly wrap fees/group annuity fees/administration fees?
- Are your funds offered on a true no-load/no CDSC basis?
- Do you pay more than 1% in total management expenses?
If you answered YES to any of these questions the World-Class Pension Plan Platform may be for you!