Advisors Access™ is the way the 401(k) should be –

a program that provides expert, conflict-free advice to plan sponsors and their participants, access to some of the most sought-after investment vehicles in the world, and total plan costs that are much lower than many of the programs offered by the large financial services providers.

• Expert, one-on-one advice to plan participants.

• Access to institutional investment vehicles that are not available on retail 401(k) platforms and normally require a minimum investment of $2 million per fund.

• Advisor Managed Portfolios that give participants the ability to turn the management of their 401(k) assets over to expert advisors.

• A comprehensive fund menu that is created by independent advisors using our Proprietary Fund Screening Process.

• The flexibility for participants who desire to manage their own portfolio to open a self-directed brokerage account and select from among thousands of mutual funds, stocks and bonds.

• Independent providers who are free from the conflicts of interest that plague traditional 401(k) plans.

• No hidden fees or fee-sharing arrangements between providers, giving you full transparency for all plan costs.