Advisor Resources
We know administration but not investments, and that's why, for over 35 years, we have worked closely with financial professionals. So what are you waiting for? Give us a call! One of our consultants would be happy to review the advantages of partnering with Polycomp!
| QUALIFIED RETIREMENT PLANS |
One size does not fit all when it comes to retirement plans. Some companies want a retirement plan primarily for the owner's benefit. Other employers are looking for an efficient plan that benefits certain key employees or geographic locations.
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| SELF-DIRECTED IRAs |
Do you have investment offerings such as deeds of trust, real estate or private stock? Unlock your prospects’ IRA assets so they can diversify their IRA to be able to hold these types of investments.
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| ASSOCIATION TRUST PLANS |
Polycomp provides administrative services to various associations, including some of the largest construction trade associations in the United States. We help associations provide competitive benefits such as Health & Welfare, Pensions, and Craft Trade Training to participating employees by establishing Trust Funds.
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| AUTOMATIC ROLLOVER IRAs |
Polycomp has the solutions for your clients with lost or terminated participants maintaining small account balances of less than $5,000 through our Auto Rollover IRA. This is no cost to the employer and cleans up their retirement plan and reduces fees.
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» Want to learn more about retirement plans?
Check out the CE opportunities available to you!