Retirement Plans

Investment Choices

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4 reasons Polycomp is the1st choice for many advisors:

  1. We do not sell investments, nor are we an Agent or Broker of Record on any client account.
  2. We know who to call to get things done because we are on the preferred TPA list of many investment platforms. We have years of experience working with a long list of investment platforms.
  3. We can be recordkeeper of retirement plans that hold private stock, real property, and notes, as well as mutual funds, stocks, and bonds. We can adapt our system to meet client specific needs.
  4. We can administer plans that have any of, or a combination of, the following account formats:

    Trustee directed: Participants do not have a choice of investments. The account is professionally managed and participants receive annual statements.

    Participant directed: Participants choose their investment allocation from a selection of funds. (Typical in most 401(k) plans.)

    FBO accounts: Participants each have their own brokerage account with unlimited choice of investments.

» Contact us to discuss our experience with any of the following investment platforms:

Investment Providers



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Testimonial

"The high quality of plan design and consultation Polycomp delivers is why I continue to recommend their services to my clients. They know what they're talking about, explain the rules and regulations involved in a way that my clients understand, and generally, make me look good!"Joseph Eschleman, CIMAPolycomp partner for 6 years.