How We Work With You . We are independent of the plan assets and can therefore work with any investment manager. Clients are not limited to where their money is invested. For our daily recordkeeping plans, we can trade with over 2,500 mutual funds from over 230 fund families. We do not accept commissions, nor do we sell products.
All commissions go to the broker.
We provide actuarial and administrative services for all types of qualified and nonqualified retirement plans, including ESOPs. We will never force you or your client to fit in a cookie cutter format. You and your client are the customer, and our job is to take care of yours and their needs. Our staff is flexible and can work with any plan design, from simple to the most complicated. We can handle frozen assets, GICs and self-directed accounts with multiple brokers.