Our open architecture platform has access to more than 15,000 mutual funds, not limiting the plan to certain investments or mutual fund companies.
This “Open Architecture” allows:
- Investment choices that meet the objectives of plan sponsors.
- An objective selection of appropriate investment options for your plan.
- The ability to choose the “best-of-the-best” with multi-family fund options.
- Replacement of unproductive or unpopular fund options.
Vaughan & Associates, Inc. has established a Strategic Alliance Program with several investment and insurance companies in order to provide a seamless administrative package of recordkeeping and administrative services. As a result of these alliances, the following services are available through the investment product chosen:
- Daily valued participant accounts
- 800# for participant account access
- Electronic data flow
- Quarterly statements
- Completion and remittance of 1099’s
Please contact us for more information regarding our investment platforms.