Elite Choice Platform

The Elite Choice investment program provides a wide spectrum of investment choices among all investment styles, categories and risk classes. The platform offers over 50 no load cost mutual funds, professionally managed Target Date portfolios and a guaranteed interest annuity thus providing a wide range of investment classes.

The Elite Choice program costs consist of no up-front loads, no back-end surrender fees and no IRS penalties for early 457(b) qualified distributions when you withdraw your money.

Your employees also benefit from the Elite Choice investment platform. Investment options are provided that will satisfy all risk tolerance levels, as follows:

• A self-directed account, which offers 50 mutual funds, designed for the more sophisticated investor who wishes to self-direct (fund families such as Vanguard, Alger, American Century, American Funds, just to name a few)
• 10 Target Date Life Style Model Portfolios, for the participant who wishes to have their account professional managed.
• Finally, for 457(b) plans only, a Stock Brokerage Window can be opened so that the savvier investor may trade in stocks, bonds and REITs.
  

Governmental 457(b) Plan Investment Platform

The Elite Choice platform has been designed to deliver the most current high-tech and high-touch program to your employees, that up to now were only available to private sector employees…and the enrollment process could not be easier.

Platform Features for Participants

• Online Enrollment
• 24/7 Internet Access
• 24/7 Voice Response (VRU) - Bilingual
• Participant Directed Accounts
• Daily Valuation Processing
• Multi-Manager Platform
• Online Participant Loans
• Rollover Eligibility (STRS/PERS and other plans)
• RIA Managed Accounts