INVESTMENT
SERVICES
Through our broker dealer we offer a wide variety of investment
choices to suit your needs. Our plans even offer the flexibility
of giving you the freedom to choose from more than one family of
funds.
Plan Transition
Adopting a new plan, or amending an existing plan,
CPActuaries provides design and implementation, including
all documents, government reporting, and employee
communication.
Plan Record Keeping Services
As record keeper for your retirement plan, we offer daily
valuations, quarterly statements/newsletter, and internet
access to account values.
We provide all trust reporting,
government reports, 1099 reporting, employee loan packages,
and employee retirement planning and distribution packages.
401(k)
Plans
CPActuaries has the capability to offer you the same funds,
but your investment committee can select funds from over
8,000 fund managers on a no-load basis.
Employees
have access to their investment portfolios online and can
monitor their account allocations whenever they want.
For More Information
CPActuaries Investment
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Retirement Plans
401(k) Plans
Money Purchase Pension Plans
Non-Qualified Deferred
Compensation
Profit Sharing Plans
Cross-Tested Plans
Defined Benefit Plans
457 Plans
403(b) Plans
ESOP Plans
Simple IRA
Investment Services
Plan Transition
Plan Record Keeping
Trust Reporting
Government reports
1099 Reporting
Employee Loan Packages
Employee Retirement
Planning
Distribution
Packages
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The CPActuaries Benefit
Objective Expertise
Knowledge
Support
Education
8000+ Funds No-load,
No Surrender
Charge or Trading Costs
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