The CAMS portfolios can be offered as investment options inside many qualified plans. We’ve also recognized the need for a turn-key 401(k) solution, so we have aligned ourselves with key partners working together to provide a seamless solution to 401(k) plan management.

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• Actively managed accounts for Qualified Retirement Plan participants

• Systematic, unemotional investment process

• Professionally managed low-beta portfolios

• Trend & technical analysis of mutual funds & ETF's

• QDIA options, select/maintain core investment lineup

• Fiduciary partnership - 3(21) for plan sponsors

• Help participants minimize risk and prepare for retirement

• Employee education

• Online access for participants

• Quarterly reports/newsletters to both participants & plan sponsor

• Plan design & installation assistance

• Exit counseling

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• 401(k) Connect Fact Sheet

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• Request more Information about 401(k) Connect - contact us