Along with company stock and group annuity contracts customized investment options created with unitized managed portfolios are rapidly becoming the optimal choice for many sponsors of 401(k) retirement plans. The flexibility of design, control of expenses, and an expanded choice of proven investment performers are the leading reasons for the increasing demand for these alternative investment options.
These custom investment options include managed portfolios, fund of funds, lifestyle funds, and asset allocated funds that provide new and exciting benefits for plan participants. Offering these choices is efficiently done with a process know as unitization. Unitization makes unique assets look and act like mutual funds so that they can be included in 401(k) and other retirement plans.
These custom investment options include managed portfolios, fund of funds, lifestyle funds, and asset allocated funds that provide new and exciting benefits for plan participants. Offering these choices is efficiently done with a process know as unitization. Unitization makes unique assets look and act like mutual funds so that they can be included in 401(k) and other retirement plans.
Services
Unitized funds can provide significantly useful, beneficial investment options for plan participants. Plan sponsors who wish to utilize high-performing investment managers or investment managers who do not advise mutual funds can customize their plans with competitive unitized funds.
Our experience working with trusts, investment funds, unitizing, recordkeeping, and participant communications give us the ability to advise plan sponsors regarding the usefulness, structure, and operation of unitized funds.Experience coordinating unitized fund set-up, cash flows, and trading procedures allow us to assist recordkeepers in establishing funds for their clients.
Our experience working with trusts, investment funds, unitizing, recordkeeping, and participant communications give us the ability to advise plan sponsors regarding the usefulness, structure, and operation of unitized funds.Experience coordinating unitized fund set-up, cash flows, and trading procedures allow us to assist recordkeepers in establishing funds for their clients.
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