Investors CHOICE 401(k)TM

Guidance 

Investors CHOICE 401(k)TM logo

Investors Choice 401(k)™ is a total turnkey program designed for corporate retirement plans.  Increasing governmental rules and regulations have intensified the scrutiny placed on companies in their oversight responsibilities.  Recent court cases have placed the burden on Plan Sponsors to have an updated Investment Policy Statement, be aware of and understand the plan fees and expenses and know the plan’s performance. 

Investors Choice 401(k)™ program highlights are:

  • Investors Asset Management™ acts as plan fiduciary for investment selection and asset allocation
  • Investors Asset Management™ will review and/or implement investment policy statement
  • All fees are transparent, clearly understood and very competitive
  • Open architecture investment platform with no proprietary products
  • Plan participants have choice of creating own portfolio from predetermined investment
    selection or can choose among five actively managed and broadly diversified portfolio models
  • Quarterly automatic portfolio rebalancing
  • Loans permitted
  • Any revenue sharing fees are credited back into the plan to offset expenses
  • Unitized company stock plan available
  • Recordkeeping function performed by industry leading companies