| 401(k) Plans |
 |
Most secure retirements share one thing in common—they all began with a well thought-out plan. What's one of the easiest ways to plan for retirement? By investing in an employer-sponsored 401(k) plan. With pretax savings and the possibility of employer-matching contributions, a 401(k) plan helps employees on their way to a secure retirement. Help your employees create their plan and achieve their retirement goals by establishing a 401(k) plan today!
Whether you are starting a new plan or rolling over assets from a current plan, NYLIM has a 401(k) plan for you. For more information on the 401(k) program that would best meet the needs and objectives of your company, select from one of the options below.
All NYLIM 401(k) programs offer a fiduciary solution.
Given the period of unprecedented challenges to plan sponsors in developing investment lineups for their retirement plans, the time has come for a revolutionary type of investment support from NYLIM. Portfolio Completesm offers plan sponsors a comprehensive suite of investment analysis and reporting services—all delivered by Morningstar Associates, LLC, one of the best-known and established financial services organizations. |
|
Portfolio Complete
|
|
| |
A Powerful New Service Delivered by Two Industry Leaders
As part of Portfolio Complete, Morningstar will perform a variety of services ranging from investment lineup construction to ongoing investment monitoring. In addition, Morningstar will act as a fiduciary and monitor the plan's separate accounts for plan sponsors who adopt their recommended investment lineup.
Morningstar's registered investment advisers handle a full array of services to help plan sponsors and their investment professionals with decision-making responsibilities, including:
- Separate Account Evaluation and Analysis
- Separate Account Selection
- Portfolio Design
- Asset Allocation
- Monitoring Services of Investment Lineup
Portfolio Complete is the comprehensive, flexible solution for plan sponsors looking for support in managing their plan's investments.
|
|
|
Which Bundled 401(k) Product is Right For Your Company?
|
|
| |
Deciding which is more appropriate for your company—401(k) Opportunity or 401(k) Complete—is important. Both programs offer a number of advantages, but one may be more suitable for the needs of your company and employees.
401(k) Opportunity is the right choice for companies that:
- Are smaller plans looking for investment flexibility
- Have a desire to offer a diverse array of separate account investment options
- Want to control billable fees
401(k) Complete is most appropriate for companies that:
- Already have an existing plan, but are looking for more customized cost effective solutions
- Have a desire to offer mutual fund investment options
- Are looking for competitively priced administrative fees and generally lower asset-based fees
Your investment professional will be able to provide additional details about each of these programs. In addition, he or she can assist you in deciding which is the most appropriate program for your company.
|
|
|
|
Request for Information
|
|
Interested in more information? Request marketing literature or a customized proposal.
Yes, I would like more info
|
|
|
|
|
