Retirement Plan Solutions

401(k) & 403(b) Plan Services

Flexibility, control and choice
are all part of the plan.

Confidence in Social Security has never been lower, which means your employees are taking retirement savings into their own hands. Offering them the most robust package possible is a proven way to attract and retain the talent you want.

Our proprietary open architecture retirement platform, TotalChoice, was developed in response to this growing need for professionally bundled solutions. TotalChoice combines retirement plan administration and recordkeeping services with expanded plan options, taking the burden off your shoulders so you can focus your energy where it belongs.

With TotalChoice, any type of defined contribution can be matched to any grouping of investment options—including company stock and self-directed brokerage accounts. The end result is greater investment choice and control that can be tailored to your needs.

Our open architecture TotalChoice retirement plan services include:

  • Broad investment choices with over 6,000 mutual funds representing 14,000 share classes from more than 430 fund families. Company stock and brokerage windows are also available.
  • Custom plan designs for 401(k), 403(b), 401(a) and profit sharing plans
  • Complete independence with no proprietary investment requirements
  • Complete fee transparency
  • Dedicated client service professionals assigned to your account
  • 24/7 access to your account and reporting via our online portal
  • Multilingual Service Center to answer participant questions
  • Complete plan administration, compliance testing and tax reporting

Take the next step

To learn more about our TotalChoice retirement plan services, contact us or call us at (800) 436-6689 today.