P&A401(k)
P&A403(b)
P&A457
17 Court St. Suite 500
Buffalo, NY 14202
800.688.2611 ext 266
Email: 401ksales@padmin.com
www.padmin.com
Buffalo, NY 14202
800.688.2611 ext 266
Email: 401ksales@padmin.com
www.padmin.com
What Sets Us Apart?
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Investment Flexibility (more...)
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Customized Model Portfolios, Target-
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Optional On-
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Pricing Flexibility (more...)
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Administrative Flexibility (more...)
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Effective Participant Communications (more...)
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This is no “off-the-shelf”, pre-packaged recordkeeping platform. We offer Plan Sponsors a high degree of flexibility and customization.
Investment Flexibility...
Our recordkeeping platform provides access to thousands of load-waived and true no-load mutual funds, both index and actively managed. We also offer self-directed brokerage accounts, Exchange Traded Fund (ETF) Collective Trusts and we will hold employer stock. (back...)
Our recordkeeping platform provides access to thousands of load-
Customized Portfolios...
Choosing investments can be a daunting challenge for many
participants which often leads to costly investment mistakes (I.e. “Return-
Optional On-line Advice...
Using Masterypoint’s Advice Plus or Guidance Plus, you can provide online investment allocation services to your plan participants. Support services include:
- Personalized risk assessment
- Optimum portfolios computed using the efficient frontier
- Multiple portfolio planning
- The ability to create multiple “what if” scenarios
- Investment and retirement planning education (back...)
Pricing flexibility...
We pull all of the hidden costs of running a retirement plan out from “behind the curtain” in order to help you better understand the true cost of running your plan. Our recordkeeping platform allows your advisor to structure his/her compensation as an asset-based advisory fee (RIA fee), as mutual fund 12b-1 fees or as a combination of both - the decision is between you and your advisor. (back...)
We pull all of the hidden costs of running a retirement plan out from “behind the curtain” in order to help you better understand the true cost of running your plan. Our recordkeeping platform allows your advisor to structure his/her compensation as an asset-
Administrative Flexibility...
We will provide complete compliance and testing services or we will work with your preferred TPA. Once again - the choice is yours. (back...)
We will provide complete compliance and testing services or we will work with your preferred TPA. Once again -
Effective Participant Communications...
...User friendly Participant website,
...Easy to understand enrollment materials and participant statements.
...Optional personalized communication programs designed to encourage and increase employee participation.
...Telephone VRU Participant access with bi-lingual support available (back...)
...User friendly Participant website,
...Easy to understand enrollment materials and participant statements.
...Optional personalized communication programs designed to encourage and increase employee participation.
...Telephone VRU Participant access with bi-
Welcome
Plan Sponsors
*** QDIA Regs Clarified by DOL ***
*** The New 403(b) Regs Are Here ***
*** 2008 Retirement Plan Limits ***
Many of the pension plan limitations have changed for 2008 because the increase in the cost-of-living index met the statutory thresholds that trigger their adjustment.
*** School Districts face special 403(b) challenges***
Click Here to view P&A Seminar Presentation