Investments
Along with a 401(k) plan, comes responsibility — including providing a reasonable selection of investment choices for your employees that carry as few fees as possible.
We offer a wide variety of investments from multiple mutual fund families.
Select the fund list you would like to view:
- Matrix fund list
- TD Ameritrade fund list
- Charles Schwab & Co., Inc. fund list
- Click here to view Morningstar data for our Custom(k) fund list
What do I need to know about investing in a 401(k)?
Most 401(k) providers offer investment choices that seem pretty solid until you find out about their back-end "loads" aka "fees." Others aren't built for small businesses and provide only a limited set of 401(k) investment options that might not work for your employees.
Who can help me choose investments for my plan?
You may worry about a lack of resources for your participants or taking on the responsibility of choosing investments. Customk(k) provides your participants with various tools and resources such as paycheck and asset allocation calculators and in-depth investment education.
You may also consider using a financial advisor to help guide you and your employees' investment choices. We work with a wide network of more than 200 financial advisors across the country; we can recommend one that suits your specific needs.
Our 401(k) plans are built for small businesses and as a result, our investment choices can be customized for whatever your needs might be.
