Investment Firm Launches Open Architecture 401(k) Solution

Strategic Advantage 401k provides plan design, custody, recordkeeping, and three levels of active investment management: core fiduciary services to reduce plan sponsor liability; age-based, risk-managed QDIA accounts; and custom, suitability-based managed accounts for electing participants.   

Flexible Plan has partnered with Trust Company of America to deliver managed investments and complete custodial services at a cost-effective price.