Low Cost & Transparent Pricing
  • No Transaction Fees
  • No Sales Charges
  • Low-cost Mutual Funds
  • Full and Complete Fee Disclosure

  • 24x7 Web Access for Plan Sponsors, Participants and TPAs
  • Online Rebalancing, Fund-to-fund Transfers and Reallocations
  • Automated Withdrawal and Loan Processing
  • Dedicated Call Center Support
  • Online Enrollments
  • Advisor Directed Education and Advice

Reporting Functions
  • Daily Account Valuations
  • Investment Performance
  • Transaction History

Open Architecture
  • Multiple Fund Families
  • GAA or Custom Built Fund Lists/Models
  • Outside TPA Friendly