By selecting the Advisors Access 401k, your employer has provided
you with a 401(k) program that gives you access to:
- Advisor-Managed Portfolios: With the Advisors Access 401k, professional investment advisors decide how to combine the funds in your plan to create different portfolios for you to choose from, ranging from aggressive to conservative. The only decision you have to make is which portfolio strategy best suits your risk and return needs.
- Institutional Investments: The investment vehicles used to create the Advisors Access portfolio strategies are sophisticated, institutional mutual funds that ordinarily have a $2 million minimum per fund. These funds have much lower fees and are much more efficient than typical retail mutual funds.
- Independent Advisors: Your plan is serviced by a fee-only Registered Investment Advisor (RIA) who develops and manages the portfolio strategies offered in your program. Unlike brokers, agents and fund company reps who receive compensation from the funds they recommend, your Advisor receives no compensation from any third party and has no product to sell.
- On-Demand Reporting: You have 24/7 secure access to your account information, as well as the ability to change your investment selection through your plan’s website. Please contact your plan administrator for more information.
If you are a participant in the Advisors Access 401k program and have a question about your account, please contact us at at 1-877-772-9917 and we will be happy to assist you.