(The Makes Sense 401(k) Open MEP features a line up of ETF's and managed account from CMS Advisors in association with the tools provided by the Sherman Sheet research.
ETF Advisor k was initially created to provide 401(k) plan participants access to Exchange Traded Funds (ETFs) as investment options.
- The Wealthy & Wise plan is an Open Multiple Employer Plan offered
- by Bell Rock Capital, SEC Registered Investment Advisor providing investment portfolio management services to high net worth individuals and selected institutions. With backgrounds in investment analysis and modern portfolio theory, we have expertise in a number of broad-based investment styles with a strong focus on the banking and financial services sector.
The OPEN 401(k) is a turnkey defined contribution plan utilizing an open multiple employer plan design. The offers ERISA 402a, 3(16) and 3(38) fiduciary oversight. All participant investment options are no load and have zero 12b-1 and/or revenue sharing fees. Additionally, an optional payroll integration service is available to provide timely uploads to the plan.
The My Future 401(k) Plan is a robust turnkey solution developed and distributed by Integrity Financial Corporation (IFC). Headquartered in Bellevue, WA, IFC is a boutique consulting firm, we distinguish ourselves by simplifying the complex financial needs of business owners into intentional and well-articulated financial goals.