We are committed to helping Advisors bring innovative solutions to Plan Sponsors and Participants  to help create a solid foundation for retirement.

• Learn more, contact us at 800-808-8960
• Enrollment Support Services available upon request:
  • by phone
  • online
  • onsite/in-person*

• Forms to add the Funds to your plan:
  • Participation Agreement
• Additional resources:
  • Plan Sponsor Brochure
• Useful links:
  • Department of Labor Plan Sponsor brochure “Meeting Your Fiduciary Responsibilities”
  • Department of Labor information on Understanding Retirement Plan Fees and Expenses
  • Learn what the average 401k plan fees are by plan size and participant number
  • Department of Labor Participants brochure “A Look at 401(k) Plan Fees”
  • Plan Benchmarking service
  • Retirement Plan Advisor Training
    
  • Useful articles and information on retirement plans
  • Professional Association links:
    • Fi360
    • ASPPA
    • ERISA Bond information

*Minimum plan size applies