Through Cetera Financial Group, our clients have access to an ERISA plan sponsor program providing:
- Tools to manage your 401(k) plan
- Recordkeeping
- Customized Trust Services
- Performance Reporting
Cetera also leverages retirement platforms from Fidelity Investments with a vetted plan menu and choices spanning more than 2,500 funds and more than 50 families. It also includes investment monitoring and choices for qualified defined investment (QDIA) options.
