Financial/Retirement Professionals » Qualified Plan Advisors 401(k) Plan Suite
Our Daily Valuation Plan Suite delivers flexibility, choice, technology and service for retirement plans. Solutions for Every Size Employer The Daily Valuation Plan Suite provides plan solutions for every size employer - from one employee to thousands. Each of these solutions gives employers and plan participants the benefits of daily valuation plans and diversified investment lists. Flexibility The Daily Valuation Plan Suite features flexibility with: » Plan design
» Investment choices
» Fee schedules To meet plan sponsors specific needs, we give them a choice of plan designs: | » | The One Plan - This 401(k) plan is designed for a one-person business, providing an alternative to Money Purchase Pension and Profit Sharing plans, SEPs and SIMPLE plans for self-employed individuals to save for retirement. | | » | The Custom Plan - This plan is designed for employers who want fully customized plan options and maximum flexibility in investment choices. | Technology Our Plan Suite is composed solely of Daily Valuation plans that use today’s technology to: | » | Deliver daily trading capabilities to plan participants via the Internet and a Voice Response Unit (VRU). | | » | Give participants 24-7 access to account information through the Internet and VRU. | | » | Put plan and participant information at the plan sponsor’s fingertips via the Internet to assist with plan administration. | Service We back our state-of-the-art technology with good, old-fashioned service, including: | » | A dedicated Retirement Plan Specialist for each plan to help employers with day-to-day plan details. | | » | An informational manual to help the plan sponsor with the plan’s daily administration details. | Investment Selection A selection of mutual funds from the industry’s leading fund families is offered for the Daily Valuation Suite Plans. Depending on the type of plan selected, employers can choose between 10 and 20 mutual funds for participant investment. Employers can choose from a list of more than 140 funds for the One, Select and Plus plans. And the Custom Plan delivers more than 4,400 mutual fund choices. |