TYPES OF PLANS AND INVESTMENT PRODUCTS THAT RPCSI SERVICES

Types of Plans We Service

• Traditional 401(k) Plans
• Safe Harbor 401(k) Plans 
• New Comparability – Cross-Tested – Age Weighted Plans
• Davis-Bacon – Prevailing Wage Plans
• Profit Sharing Plans
• Money Purchase Plans
• 403(b) Plans
• 457 Plans
• Employee Stock Ownership Plans (ESOP’s)
• Defined Benefit Plans
• Cafeteria – Section 125 Plans
  

Types of Investment Products We Service

• ADP/Scudder Investments
• American Funds
• Charles Schwab
• Daily Valuation w/Open Architecture
• First Mercantile
• Franklin Templeton
• Great West
• Guardian
• Hartford Life
• ING
• Individual Brokerage Accounts
• John Hancock (Manulife)
• Lincoln National Life
• Lord Abbett
• Mass Mutual
• Mutual of Omaha
• Nationwide
• Ohio National
• Oppenheimer
• Principal Financial Group
• Putnam Investments
• SunLife (MFS)
• Transamerica
• Unified Trust
• Others upon request

 

Retirement Plan Concepts and Services, Inc.
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