Retirement Plan Administrators


More client services, not more costs

Provide your clients with more services…at affordable costs. Sound impossible? Not when you have access to Fidelity's innovative technology and other affordable, strategic resources. Proprietary technology, specially developed to enhance your productivity; an extensive range of brokerage and investment services; business development expertise; dedicated client services. These are just a few of the enhancements that can help drive your customer satisfaction-and assets under management-to new levels of success.

Highlights

Offer plan sponsors a self-directed brokerage account option for their retirement plan with BrokerageFlexSM.

Get access to one of the industry's widest selections of mutual funds from one source, including Fidelity funds.

Offset recordkeeping expenses on more than 3,800 funds with our Plan Expense Reimbursement program.

Find out how the TPA Retirement NetworkSM can help bring more broker referred retirement business opportunities your way.

For more complete information, including charges and expenses on any fund available through Fidelity, call or write for a free prospectus. Read it carefully before you invest or send money.