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Retirement
Services
Most
companies engage several advisors to run their plan. They
hire an attorney to draft the document, an actuarial
consulting
firm to do the year end compliance and testing, an
administrator to do the day-to-day record-keeping, and an
investment
advisor to recommend the plan’s investment choices.
CPActuaries has the
capability of acting in all of these areas. As a result of
our commitment to the latest technology to
administer your plan, you can choose virtually any
investment to offer your employees.
With the 401(k) Complete
Plan, you can select as many investments as you wish from a
list of over 8,000 funds. All of
the funds are offered on a no-load basis. You are not forced
to choose funds from a family that has a high internal
management
fee. The fund choices come from the investment committee
from a large list.
These asset charges, rarely
disclosed and not seen by participants, can devastate the
returns for your participants.
Your Investment Advisor
• Coordination of your plan investments with the Investment
Committee with quarterly meetings
• Over 8,000 funds to choose from
• All funds are no-load
• CPActuaries models the investments to help employees
select
• Investment choices can change at any
time for any reason
• You change your investments without
changing your record-keeper
For More Information
CPActuaries Retirement
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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
The CPActuaries Benefit
• Objective Expertise
• Knowledge
• Support
• Education
•
8000+ Funds No-load,
No Surrender Charge, No Trading Costs
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