Generic, off-the-shelf solutions continue to fall short – big on fees and absent in the area of investment advice for your employees.
Group variable annuity platforms are easy to adopt, but expensive. Mutual fund platforms are less expensive, but require large investment minimums and are limited to the company’s proprietary products. Those were your choices - until now.
A better 401(k) option for small- and mid-size businesses.
Probity Advisors has created a 401(k) platform that brings big business benefits to small- and mid-sized companies. This low-cost, flexible retirement solution delivers a full range of investment options – from self-directed investing to recommended mutual funds to personal, professional advisory services.
That means you and your employees have the option of engaging Probity portfolio managers to personally manage your own custom investment portfolio. That’s a value that most other plans don’t provide.
Easy to adopt, easy to manage.
Even with all the options, Probity Advisors’ 401(k) Platform is easy to use – both for you and your employees. After meeting with you to determine the options you’d like to include, Probity Advisors or your Investment Advisor Representative will work with you to effectively launch your program internally, answer employee questions, and set up convenient, online enrollment. We also offer an automatic enrollment option that ensures all of your employees participate in the program. This process ensures each employee can participate in any employer matching distributions that may occur, and stabilizes plan participation rates.
You get a competitively priced plan with personal portfolio options that meets all federal compliance standards. Your employees get the choices they need to secure their financial futures.
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