Pacific Retirement Plans will work with almost any brokerage, mutual fund company, insurance company or independent investment representative selected by the plan sponsor.
The following is a partial list of providers:
AIM Funds offers: investment education materials, broker, 800 number and Internet access, tax withholding and reporting of distributions
American Funds offers: investment education materials, broker, 800 number and Internet access, tax withholding and reporting of distributions
Charles Schwab and Co Inc. offers: brokerage accounts with unlimited investment options including stocks, bonds and mutual funds, 800 number and internet access.
Columbia Funds offers: investment education materials, index funds, 800 number and Internet access, automatic investment of deposits, tax withholding and reporting of distributions
Fidelity Advisor Funds offers: investment education materials, broker, index funds, 800 number and Internet access, automatic investment of deposits, tax withholding and reporting of distributions
Hartford Funds offers: investment education materials, broker, multiple fund families, 800 number and Internet access, automatic investment of deposits, tax withholding and reporting of distributions, institutional trustee option
ING offers: investment education materials, broker, multiple fund families, 800 number and Internet access, automatic investment of deposits, tax withholding and reporting of distributions, institutional trustee option
John Hancock (Manulife) offers: investment education materials, broker, multiple fund families, index funds, brokerage account option, 800 number and Internet access, automatic investment of deposits, tax withholding and reporting of distributions, institutional trustee option
Massachusetts Financial Services (MFS) offers: investment education materials, broker, brokerage account option, 800 number and Internet access, automatic investment of deposits, tax withholding and reporting of distributions, institutional trustee option
T. Rowe Price offers: multiple fund families, index funds, brokerage account option, 800 number and Internet access, automatic investment of deposits, tax withholding and reporting of distributions
For more information on 401(k) plans
