Investments
Freedom of Choice
Unlike many other plan providers, who insist that you work with only a specific and limited investment program, we empower our clients to select any investment – or combination of investments.
We are committed to offering you the greatest choice of plan investments. Your only limitations are (1) the investment provider must be willing to work with us, and (2) the investments must be legally permissible for retirement plans. A short list of the investment providers frequently selected by our clients include:
Mutual of Omaha
Hartford Life
American Funds
Vanguard
Merrill Lynch
Lincoln Financial
ING
John Hancock; and
Many, many more
We are able to work with so many investment providers because one of our specialties is Trust Accounting. See below for more information about our Trust Accounting services.