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Benefits of Rebranding to Advisors Access

Discover the benefits of rebranding to Advisors Access with enhanced participant and plan sponsor communication, fiduciary liability protection, and tailored enrollment processes to elevate your 401(k) plan experience.

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Benefits of Rebranding to Advisors Access

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  1. Benefits of Rebranding to Advisors Access DATE

  2. Benefits of Rebranding to Advisors Access • Enhanced Participant Communication/Reporting • Enhanced Plan Sponsor Communication/Reporting • Fiduciary Liability Protection

  3. I. Enhanced Participant Communication • The Advisors Access enrollment book tells “our story” vs. generic investment literature and it will help participants follow a step-by-step enrollment process that is specific to the options offered in the plan. • The quarterly Investment Performance Report provides market commentary, as well as returns data on each portfolio and component fund to supplement the statement participants receive from your Recordkeeper.

  4. II. Enhanced Plan Sponsor Communication • The Prudent Fiduciary Process binder guides plan sponsors in documenting their process and provides a single repository for all 401(k) information. • Your plan will receive an annual report from Fiduciary Benchmarks, an independent benchmarking organization.

  5. III. Fiduciary Liability Protection • As the ERISA 3(38) investment manager, Advisors Access/BAM Advisor Services takes on the liability for investment selection and monitoring. • As the 3(21) fiduciary advisor, <Insert Your Advisory Firm’s Name> guides the plan sponsor in following a prudent process and can provide one-on-one advice to participants.

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