Please click on The Open MEP logo on the left. The document will provide a detailed overview of the Open MEP history and design.
Fiduciary Wise is an independent, professional firm that takes your place as the named fiduciary and administrator for your company-sponsored retirement plans, helping to mitigate the risk and liability of plan breaches from your shoulders and placing it on ours.
ModelxChange Managers Program:
ModelxChange Managers Program (MMP) is a separate-account manager platform
designed to help Mid Atlantic advisors provide sophisticated, yet cost
effective, portfolio management solutions to their clients. MMP utilizes Mid
Atlantic Trust Company’s proprietary ModelxChange technology, enabling
third-party managers the ability to offer ETF and Mutual Fund based model
portfolios in an extremely efficient and cost effective way. The program is well suited for your individual client’s personal portfolios
or retirement plans. Based on data you gather from your client, MMP enables you to create a customized portfolio with professional
third-party portfolio management performed by some of the nation’s leading model-based private money management
performed by some of the nation’s leading model-based private money managers. We maintain direct relationships with
dozens of premier investment managers, allowing you to selectively allocate portfolio segments to the appropriate specialists.
ModelxChange Managers Program (MMP) is a separate-account manager platform
designed to help Mid Atlantic advisors provide sophisticated, yet cost
effective, portfolio management solutions to their clients. MMP utilizes Mid
Atlantic Trust Company’s proprietary ModelxChange technology, enabling
third-party managers the ability to offer ETF and Mutual Fund based model
portfolios in an extremely efficient and cost effective way. The program is well suited for your individual client’s personal portfolios
or retirement plans. Based on data you gather from your client, MMP enables you to create a customized portfolio with professional
third-party portfolio management performed by some of the nation’s leading model-based private money management
performed by some of the nation’s leading model-based private money managers. We maintain direct relationships with
dozens of premier investment managers, allowing you to selectively allocate portfolio segments to the appropriate specialists.
FutureBenefits of America serves as the Plan’s record keeper and Third Party Administrator (TPA) for the plan.
As TPA, the duties include administering compliance testing and the preparation of IRS Form 5500 for the adopter. Probably the most important role of the TPA is to help create and maintain the Plan Document.
The document gives direction of how the plan operates and what provisions
are allowed such as contributions, distributions and other options.
The record keeping function provides processing of all payroll
uploads and plan administrative services including, tracking participant
eligibility and vesting status as well as participant services which include managing the website, operating the call center
and providing participants with quarterly
statements. FutureBenefits of America is also
responsible for the conversion of assets from
prior plans or IRA’s and setting-up new plans.
As TPA, the duties include administering compliance testing and the preparation of IRS Form 5500 for the adopter. Probably the most important role of the TPA is to help create and maintain the Plan Document.
The document gives direction of how the plan operates and what provisions
are allowed such as contributions, distributions and other options.
The record keeping function provides processing of all payroll
uploads and plan administrative services including, tracking participant
eligibility and vesting status as well as participant services which include managing the website, operating the call center
and providing participants with quarterly
statements. FutureBenefits of America is also
responsible for the conversion of assets from
prior plans or IRA’s and setting-up new plans.
GuidancePlus! has four objectives:
- To come as close as possible to providing investment advice to participants without crossing the fiduciary boundary. In other words, to provide guided near advice.
- To provide that guided near advice in a cost-effective manner.
- To make education simple and enjoyable for plan participants.
- To simplify the deployment process for plan providers.
Regardless of what of practice that you are focused on, your "market" is in a state of perpetual change. ITRobertson Consulting is committed to 2 areas of distribution:
*Design and marketing of 401(k) platforms
*Distribution of Portfolio Strategist Models
Both areas can bring significant investment expertise to the high net worth client and 401(k) participant and plan sponsor that is not readily available in the "retail" market or run of the mill 401(k) products.
*Design and marketing of 401(k) platforms
*Distribution of Portfolio Strategist Models
Both areas can bring significant investment expertise to the high net worth client and 401(k) participant and plan sponsor that is not readily available in the "retail" market or run of the mill 401(k) products.
Bell Rock Capital serves as the ERISA 3(38) Investment Manager for the plan. Bell Rock Capital, LLC is appointed by the plan sponsor or trustee and accepts discretion over plan assets and assumes full responsibility and liability for the fiduciary functions concerning decisions related to the plan assets.