|
Is your current retirement plan keeping pace with your business needs? Are there better services to help you make your business more successful?
(k)Choice® is designed to be the retirement savings strategy
for today's growing businesses by combining quality administration with a range
of mutual funds and comprehensive communications. A Morgan Stanley Smith Barney Financial Advisor will assist you in reviewing an existing plan, recommending improvements
and overseeing your plan's conversion. Your company could realize the full
tax benefits associated with a successful retirement plan—and we can
help your employees meet their retirement savings objectives.
Wide Range of Investment Choices
- Employees select from a wide range of load-waived funds, professionally managed by nationally known mutual fund companies.*
- (k)Choice's investment flexibility and investment education services are designed to help you meet the mandates for participant directed plans under Section 404(c) of ERISA.
Learn about our communication program and recordkeeping and administration services.
| Not sure which type of Retirement Plan is best for you?
If you are a business owner with 30 employees or less, learn more about our complimentary Retirement Plan Evaluation.
|
|
|
|
|
| •
|
More than 100 load waived mutual funds from nationally recgonized investment management firms*
|
| •
|
Quarterly employee reports, newsletters and educational programs; VRU and Internet services
|
| •
|
Comprehensive employer reporting, including our exclusive Fiduciary Quarterly Review
|
| •
|
Sophisticated trustee services and fiduciary assistance
|
|
|
|
