Making Your 401(k) or Retirement Plan Investment Selections Can be the Most Important Decision of your Financial Life!
Do You Feel Comfortable Making that Decision?
As people think about their retirement years, they want to ensure they will have enough money to maintain a comfortable and happy quality of life. Investors Edge, which is an interactive web program offered by Financial Action, Inc., helps ensure clients reach that goal. With Investors Edge, our advisors will assist clients in the fund selection process and offer non-biased advice on how to effectively and efficiently choose an investment allocation, for their 401(k) or other qualified retirement plan. This allows clients to make more educated and informed decision about their investment choices in their retirement plan.
This assistance has proven to be of such value that employers have begun to offer Financial Action’s services as part of their employee benefits package. With the recent passing of the Pension Protection Act, which went into legislation in August, employers may provide investment advisory services to their employees which waves liability to the company for investment advice given.
Ways that Investors Edge Works with Employers -
- Investors Edge services may be provided as employer sponsored benefit!
- The employer pays a fixed annual fee based on the number of employees in the retirement plan. Costs of the plan are just a fraction of the cost of the individual plan
- Investors Edge services may also be offered to employees of companies at discounted rates!
- The employee pays for the service through a discounted rate, which is offered to all employees of that specific company.
Included with all options, employees receive -
- Initial Consultation and Analysis of Current Fund Allocation
- Fund Recommendations Based on Individual Situations
- Unlimited Access to Investors Edge Website and Advisors
- Quarterly Reviews of Recommendations
- Quarterly and As-Needed reminders to employees to update their recommendations
- Investors Edge Quarterly Newsletter and Online Seminars.
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