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Open Architecture plans are the ideal solution for employers who want the freedom to customize their 401(k) or other retirement plan with the investment choices and features they desire.
With this platform, any type of defined contribution plan can be matched to any grouping of investment options, including company stock and self-directed brokerage accounts. The result is greater investment choice and control, tailored to your financial objectives.
Open Architecture 401(k) plans combine expanded investment choices and options that offer:
We deliver a customized Open Architecture platform to our clients through our partnerships with major financial institutions, including Charles Schwab & Co., Fidelity, and MG Trust.
To learn more call us at 949-223-8397, or email [email protected].