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:


Lower costs and streamline operations


Maximize efficiency and flexibility


Reduce workload and mitigate risk


Provide access to well known investment firms


Capitalize on market opportunities and cultivate new business


FlexPrecision™ Offering includes:


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