We work with some of the world's best-known investment providers to offer organized, pre-defined fund packages. These offer a simple and effective way to establish a retirement plan for your business.

With so many investment options in the market, it can be difficult to choose the right funds for your needs. Through our partnership with independent investment advisor GuidedChoice®, we provide access to hundreds of mutual fund companies as well as professional investment planning and advice. Let this investment selection service reduce your liability and guide you through the maze of investment choices. To help ease your mind, you also have the option to work with a local advisor.

Not only can you benefit from exceptional investment planning and advice, your employees can as well. When your fund choices are made and your plan is in place, look to GuidedSavings to provide retirement plan investment guidance for your employees. This service offers a Web-based tool to help participants manage risks, and determine the savings rates and asset allocations needed to reach their retirement goals. A managed account option also offers automatic services such as fund allocation and quarterly account rebalancing.

Let our plan trustee services put your mind at ease, as we assume the necessary fiduciary responsibility and liability for your plan assets.