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A Partnership
for Success
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Through RetireGold,
Benefit Planning, Inc., a National Investment Managers company, offers the opportunity
to utilize our suite of world class services either as a
comprehensive package or selectively tailored to meet your
specialized needs.
RetireGold's comprehensive range of services includes:
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Creative plan
design |
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The support of
a seasoned plan advisor |
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ERISA legal counsel
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Superior administrative
and recordkeeping services |
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Regulatory and
compliance services |
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Broad investment
flexibility and daily valuation |
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Investment advice
through our affiliated Investment Advisors |
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Ongoing employee
enrollment and education |
RetireGold offers you access
to specialized advice from over 100 professionals with hundreds
of years of combined experience.
RetireGold is electronically linked to all major
custodial and trading platforms including Charles Schwab
& Co., Inc., Fidelity Brokerage Services, LLC, John Hancock
Financial Corp, Nationwide Financial Services, Corp. and
the National Securities Clearing Corporation. Participant
and trust accounts are reconciled on a daily basis.
State of the art online technology enables participants
to:
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access their retirement
accounts 24/7 |
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execute transactions
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obtain price-per-share
information |
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view fund performance |
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request asset
allocation advice |
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review fund data
provided by Morningstar, Inc. |
RetireGold
offers investment choices from over 3,500 mutual funds
including over 2,500 no-load, no-transaction-fee mutual
funds.
Superior investment returns are
consistently delivered through careful fund selection
and ongoing evaluation of investment options.
Please Contact
Us for more information.
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