WA MAGAZINE JanFeb PDF A - Flipbook - Page 23
401(k)
403(b)
457
401(a)
Workplace Investment Navigator (W.I.N.)
YOUR CLIENTS WANT...
Professional management for their workplace
retirement account
YOU TO HELP THEM…
Add management today and bring this account into their
overall financial plan
BUILD...
Robust, customized portfolios for their retirement assets
with access to institutional investment managers
Key Features
Assets stay in the plan, same statement
Access institutional account management
(You and your client select the managers)
Expand the investment choices beyond their current
selections
Earn ongoing fee revenue on these
assets now
Deploy multiple strategies in one account
Monitor your clients’ accounts in
advisor portal
Integrated manager research center
You don’t have to be rep of record on the plan
Advisor Compensation
Ranges to a maximum of 1.60%
www.abscap.com
THEWEALTHADVISOR.COM
Fees debited directly from account
888-388-8303
info@abscap.com
JAN/FEB 2025 | 23
5001-213
