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COMPREHENSIVE SERVICES
We provide everything to setup and administer your plan. Learn more by clicking below.
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401Kontrol
Investment Options
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Through our in-house daily valuation recordkeeping system, our mutual fund partners bring you and your participants a broad range of high quality investment choices so you can build a fund lineup tailored to your needs.
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Top Money Managers
Below is a list of some of our fund partners. For a complete list and how they would fit in your retirement plan, please contact a July sales consultant or click here to request a proposal. |
| American Funds
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Eaton Vance |
PIMCO |
| AIM
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Franklin Templeton |
Pioneer Investments |
| Alliance Bernstein
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INVESCO |
Van Kampen |
| American Century
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MFS |
WM Group of Funds |
| Columbia Funds
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Oppenheimer |
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Portfolio Diversification
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Because we have access to an extensive list of fund partners, you can build a diversified portfolio for your participants. We provide you access to true mutual fund investments covering every major asset category and investment style. We provide access to index funds, international funds, and a range of fixed income options.
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