Schloss & Co, LLC
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(k)-Link: TM Daily Valuation Services
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The (k)-LINK TM 401(k) Daily Valuation Record Keeping and Administration System
- Access to over 2500 mutual funds from more than 200 fund companies
- Daily valuation of mutual fund investments
- Consolidated statements on a quarterly basis
- Voice response system
- Comprehensive 800 number phone support
- Comprehensive retirement plan consulting, administration and record keeping
- Daily fund transfer requests
- (k)-LINK is a customized 401(k) program offering thousands of leading mutual fund investment options and daily access to accounts. It is a complex system that furnishes a sophisticated electronic trading tie between the administrative system and leading mutual fund providers.
ERISA Fidelity Bond: ERISA/Pension Fidelity Bond & Fiduciary Liability Insurance Endorsement Application
**Note: You can purchase a Fidelity bond via the above link.
Fidelity Investments: Retirement Planning
UBS Financial Services Inc: Retirement Planning
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Actuarial & Benefits Consulting
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