| All Available, All No-Load, All No-Transaction Fee Janus, Strong, Invesco, Scudder, American Century plus over 300
more fund families with over 2,100 no-load, no-transaction fee fund choices.
The Micro401k Program provides access to Charles Schwab & Co., Inc. as the
custodian for your 401k plan assets. All minimums are waived for each fund.
We have a model portfolio that you can use or when given the parameters for a fund, we
will find that fund for you. Once you have chosen the funds for your plan, we monitor each
fund for you. We will alert you if there are any changes in the funds objectives,
investment strategy, adherence to investment style, change in portfolio manager or
performance ranking.
The major strength of the plan is the flexibility it allows you in regards to
your plan's investment options. With over 2,100 funds under one roof you may add or drop a
new fund at any point.
Self-Directed Brokerage Option
As a compliment to your plan's investment choices, you can offer your employees the
opportunity to open a self-directed brokerage account. This account will give participants
access t ounlimite stocks, bonds and over 8,000 mutual funds. Each participant will
receive a monthly statement of all their account activity.
Custodial Strength
Micor401K realizes that the safety and security of your plan assets is of paramount
importance to you. That is why we have chosen one of America's largest financial services
frims to be custodian of your plan assets.
All monies will be handled directly from your payroll department to Charles
Schwab & Co., Inc. |
