Brokerage Services
Article Written by Jean Wangard, CFA, Executive Vice President - Retirement Services, on Individual Defined Benefit Plans and Individual 401k Plans. (CLICK HERE to download pdf.)
For information and quick facts for a OnePersonPlus solo defined benefit plan, please contact us. You can also request a defined benefit analysis to see how much you possible could contribute to a defined benefit plan.
There are a range of investment options available through our group program including preferred priced mutual fund programs and self-directed brokerage accounts, to advisor based open-platform investment portfolios.
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