Schloss & Co, LLC

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    (k)-Link:  TM Daily Valuation Services

    To access the link above: You must provide us your contact information by clicking  on  the button below, prior to being provided with a demo   

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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

   

    Video Links & Retirement Calculators Page   

      

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Actuarial & Benefits Consulting

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