FlexPrecision™ is a resilient retirement program designed to provide advisors, broker-dealers, and administrators a solution for their plan sponsor clients. This unique offering lowers costs, reduces risk and helps grow new business.

 

FlexPrecision™ is Designed to:

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Lower costs and streamline operations

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Maximize efficiency and flexibility

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Reduce workload and mitigate risk

 
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Provide access to well known investment firms

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Capitalize on market opportunities and cultivate new business

 

FlexPrecision™ Offering includes:

Recordkeeper

Recordkeeping system.

3(38) Discretionary Investment Manager

An independent and Flexible Fiduciary™ that delivers quality investment services and is responsible for fund selection, managed models and trade execution

Investment Firms

Identified complementary fund managers to diversify & meet client needs based on areas of expertise

 

Optional Offerings

3(16) Administrative Services, Bundled Recordkeeper Services, 3(38) White Labeling Services

 

FlexPrecision™ Partners

 

Working with a select group of partners enables a stronger sales force.