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!