Could you be doing a better job managing your 401(k) or 403(b)?
Your 401(k) account may be central to your retirement planning. So if you lack the time, tools or confidence to manage your account in accordance with your retirement goals, we can help solve your problem.[vsw id=”xii6CvPFZLk” source=”youtube” width=”425″ height=”344″ autoplay=”no”]
Let the professionals do it for you.
Our partners at Retirement Management Systems, Inc. (RMS), can manage the company-sponsored 401(k) account you have now. They will help assess your retirement goals and investment tolerance and develop your retirement strategy. Then RMS will review the investment alternatives in your employer’s plan and actively execute your strategy.
A path to retirement.
People who fly solo with their 401(k) are likely to be too conservative, too aggressive or simply let emotions get in the way of making smart investment decisions. But you don’t have to go it alone.
Hire professionals to help you:
- Determine how much to save from each paycheck
- Choose the best investment mix
- Allocate current balances and future balances
- Monitor progress toward your goals
- Rebalance and reallocate as necessary
- Understand the risk you are taking, in real terms you can understand
Your 401(k) GPS
Savings Plan Management is an investment service offered through Clear View Wealth Advisors and powered by Retirement Management Systems.
Through a disciplined investment management process, you will now have the help of a team that will monitor your retirement savings and develop a customized allocation for your savings plan account that works in tandem with your goals and the Big Picture of your personal retirement plan.
Best of all, you won’t have to spend your valuable time analyzing market and economic conditions or let your emotions drive your investment choices.
RMS does all the heavy lifting for you deciding when and how to invest and reallocate your savings plan using risk-based models tailored to your plan and goals.
Don’t struggle with your 401(k) investment choices on your own. RMS can help professionally manage your 401(k) for the following fees plus our fee (assumes enrollment in financial planning services programs – WealthCare Tune Up or greater):
Effective September 1, 2014 (Rates are subject to change)
Billed monthly to credit card on file.
|Flat-Fee Annual Pricing Model – 1st 401(k)|
|Accounts up to $250,000||$240||+||$120|
|Accounts between $250,000 and $500,000||$360||+||$320|
|Accounts over $500,000||$480||+||
|Flat-Fee Annual Pricing Model – 2nd 401(k)|
|Accounts up to $250,000||$240||+||$85|
|Accounts between $250,000 and $500,000||$360||+||$235|
|Accounts over $500,000||$480||+||$395|
|Asset-Based Pricing Model Option
|20 bps with a $360 minimum fee/year|
Some clients have even offered to pay the annual subscription fee for their adult children to help keep them on track at an early age. Enrolling in the program is easy, and can be done via telephone and email or via U.S. mail. Our staff handles all the required paperwork, making it easy for you.
To sign up for this valuable program, or to speak with an advisor for more details, please contact us at: Clear View Wealth Advisors, LLC at 978-388-0020 or info@ClearViewWealthAdvisors.com.