You can’t control the market, but you can control the cost of your participation in the market with a low-cost fund lineup.
Some advisors (a.k.a. brokers) receive commission payments for picking certain expensive funds. Others may pick from a limited pool of proprietary funds based on the company they work for.
That’s not the PSI way.
PSI is an open architecture 401(k) advisor, so we aren’t tied down to any proprietary funds and we aren’t incentivized to pick one fund over another.
That’s why we can choose the right fund lineup for your plan and keep fees low at the same time. We pick funds that fall in line with your investment policy statement from a universe of 24,000 mutual funds and 1,000 exchange traded funds.
Investment Advisory Services offered through Plan Strategies, Inc., a Registered Investment Adviser. Recordkeeping and Third-Party Administration services may be offered through LT Trust. LT Trust and Plan Strategies are affiliated and under common ownership.