Because the Madison, Wisconsin-based firm is a independent provider, it can offer funds from several investment companies such as Vanguard, Barclays and NASDAQ to plan sponsors.
“Using daily valuated ETF’s is one way to defray costs, while still providing a solid investment strategy to employees,” said founder Ed Jaeger in a news release. “It’s our goal to help clients reduce their plan fees, and enable them to comply with Department of Labor regulations.”
For more information on the funds go to www.401kdesign.net .
« Pension Reform Stalls on Tax Break Provisions