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Retirement Planning Software

INVESTMENTS
 

We take a completely different approach to 401(k)/403(b) plan delivery. We do not manage money. We have no proprietary investment products. Rather, Direct Solutions® provides you with:

  • Electronic access to over 65 different mutual fund families and over 6,800 individual mutual funds
  • Access to top-rated mutual funds at Net Asset Value (i.e., without an initial sales charge)
  • Access to various other types of investment alternatives including company stock, self-directed brokerage, collective trusts (i.e., collective investment funds), managed portfolios and separate accounts
  • The ability to create a diverse and customizable investment menu that helps facilitate 404(c) compliance
 
 
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USI Consulting Group, A Goldman Sachs Capital Partners Company - ©2012
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