Investment Options

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We do not invest plan assets and do not act as a trustee, administrator, fiduciary, or investment manager. Please note the following:

 

• The plan’s trustees manage the funds and/or use the services of investment advisors.

• The appointed trustee has complete control over how funds are invested.

• Any investment manager or multiple investment managers can be used to invest the plan's assets.

• Any type of investment vehicle permitted by pension law can be used.

• We work with hundreds of investment professionals.

• Managed pooled funds and/or individually participant directed accounts can be used, as the trustee deems appropriate.

• We evaluate the plan’s investments and account for each and every deposit, withdrawal, and investment transaction.

• We act as an independent consultant.

• We guarantee complete impartiality.

• Our objective recommendations allow the employer, trustees, and plan participants to decide what best serves their needs.