Products October 2, 2006
401kDirect Unveils Plan Services Suite
October 2, 2006 (PLANSPONSOR.com) - 401kDIRECT
Network has released a "TOTAL Solutions Package" that will be
marketed through a plan's broker, RIA, TPA, CPA or benefit
consultant.
Reported by Fred Schneyer
A news release from the Agoura Hills, California-company said the new suit e
- PlanTool’s Risk Management System that provides a plan-specific investment policy statement, mutual fund and investment selection, monitoring and replacement process.
- Retirement Analyst Participant Advice and Fiduciary Reporting Program that outlines and documents the investment process for participants and creates special plan-level and participant-level reports to assist plan sponsors with their fiduciary duties.
- ICC Super Statements
- Exchange traded funds (ETFs) that are sub-advised by portfolio strategist Barclays Global Investors (BGI), State Street Global and other ETF managers.
The Retirement Analyst Participant Advice and Fiduciary Reporting Pooling ETF assets using Collective Investment Funds (CIFs) allows asset allocation solutions to be offered to multiple plans at a lower cost. The actively managed allocation models are customized according to a specific investment objective.
You Might Also Like:
« Calugar Agrees to Record Settlement to Market-Timing Charge