With TotalChoice, any type of defined contribution plan can be linked to any grouping of investment options, including company stock and self-directed brokerage accounts. Whether your company sponsors a 401(k), a 403(b), a 457(b) or (f), a non-qualified deferred compensation plan, or any other defined contribution plan, TotalChoice makes it possible to build what you can imagine.
TotalChoice
Our open architecture retirement platform TotalChoice combines retirement plan administration with recordkeeping services, so Plan Sponsors can tailor their retirement plan with the investment choices they desire.
“I have not heard any negative comments from any participant regarding our retirement plan. We have 800+ people and when you’re able to keep that amount of people happy that shows a lot of value!”
– Fred Berk, Co-Managing Partner, Friedman LLP
TotalChoice Retirement Plan Services Include:
- Plan documents prepared for your approval
- Broad investment choices, with over 6,000 mutual funds representing 14,000 share classes from more than 430 fund families
- Company stock and brokerage windows
- Custom plan designs for 401(k), 403(b), 401(a) and profit sharing plans
- Independence with no proprietary investment requirements
- Complete fee transparency
- Dedicated client service professionals assigned to your account
- Multilingual Service Center to answer participant questions
- Complete plan administration, compliance testing and tax reporting
- Custom employee enrollment materials
- Annual compliance testing
Meet Your Retirement Plan Services Team
Bill Buckheit
VP, Actuarial & Consulting Services
Elizabeth Camara
Senior VP, Retirement Plan Services
Jerry Cicalese
Head of Retirement
Jay Cirame
VP, ERISA Consulting
“They’re ahead of the game. They have an enhanced website that has access to tools and education, and that’s what our staff needs.”
– Gary Bernard, Executive Vice President and Chief Operations Officer, TruWest Credit Union
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Take the Next Step
Request a complimentary plan benchmark to see how your plan measures up!
And to learn more about our retirement services and how we offer an easy and cost-effective way to strengthen your plans, contact us today by calling (800) 436-6689 or filling out the form to the right.
