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Retirement Planning & Advising

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.

  • 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

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

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