Designed as an offering for financial advisor distribution to smaller plan sponsors, Charter Advantage offers investment choices from over 550 mutual funds. The product includes a choice of brand name funds or proprietary offerings, and can be co-branded or private labeled.
The product includes:
- plan documentation
- enrollment materials
- plan administration kits
- daily valuation services
- transactional voice response and Internet services
- plan conversion support
- call center access
Trustar also provides training and sales support for the financial institution, including toll-free in-house sales support, a nationwide team of sales consultants, proposal preparation, and marketing materials.
Wilmington, Delaware-based Trustar is an independent subsidiary of the Principal Financial Group.