For Financial Professionals

401(k) & 403(b) Plan Services

An independent solution
that gives your clients
the power of choice.

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

TotalChoice, our proprietary open architecture retirement platform, 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 clients’ shoulders so they can focus their energy where it belongs.

With TotalChoice, any type of defined contribution and defined benefit plan 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 clients’ needs.

Our Open Architecture TotalChoice retirement plan solutions include:

  • Daily plan valuation and on-going account rebalancing
  • Fully staffed Service Center
  • Convenient online portal for participants and plan sponsors
  • Annual compliance testing and signature ready IRS Form 5500
  • Enrollment, financial reporting, processing and documentation
Our custody partners include:

  • Fidelity Investments
  • Charles Schwab
  • Matrix Clearance & Settlement
  • Mid-Atlantic Trust Company
  • Pershing

Take the next step

To learn more about our TotalChoice 401(k) services, contact us or call us at (800) 436-6689 today.