FundReach™

tailor made fundsTAILORED PLANS, CUSTOM-MADE

Setting up a 401(k) plan should be easy and accessible to all businesses, but for busy small business owners, the obstacles can seem overwhelming to navigate. We knock down the barriers—like complexity, liability, and cost—that keep companies from setting up 401(k)s for their employees and enable you to offer a retirement plan that is all your own.

With FundReach™ by FutureBenefits of America, creating your own personalized private label retirement plan that is compliant, timely and accurate. Relying on the economies of scale and world-class retirement fund technology, we help you handcraft the perfect plan(s) to meet all your clients’ needs at some of the lowest rates in the industry.

In addition to a diversified investment menu, participants have access to many professionally managed asset allocation portfolios. These models cover a wide range of different risk/reward characteristics allowing each participant, regardless of account size, greater freedom
to customize their own retirement investment strategy. You have the option of selecting investment funds yourself or with the help of your advisor. We offer the expertise of a 3(38) Investment Professional to manage it for you and take on the liability of those options within our MEP platform.

tailored plans26,000 FUNDS AND GROWING

With FundReach™, we have unlimited access to over 26,000+ funds and fund families, including the most popular mutual funds and ETF’s available on the market today. With our MEP platform, our 3(38) Investment Professional sorts thru these funds to find the best options for you. Historically only the largest benefits consultants could offer such a flexible and powerful retirement plan system, but now with FundReach™ by FutureBenefits of America, we can offer any range of retirement plan options regardless of size. Some of our most popular fund families are listed below:

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Download Our What is an Open MEP? Guide for FREE

Are you providing your employees with the best retirement option?

In this Guide you’ll learn:

  • The benefits of choosing Open MEPs vs. traditional 401(k)s
  • How open architecture investments are better for you and your employees
  • Why spreading out fiduciary responsibility is a good thing for everyone
What is an Open MEP Guide

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