403(b) plan - your solution is waiting
For the past 15 years we have provided an open-architecture platform to 401(k) plans that is ideally suited to
address all of the challenges your 403(b) plan will be facing. There is no need for several different providers
to communicate with each other. We bring the different investment providers together under one efficient recordkeeping system.
Fidelity, American Funds, PIMCO, Oppenheimer, First Eagle, Davis and over 100 additional fund companies can be
accessed through our system. All with no sales charges, no inter-fund transfer fees or back-end sales charges.
Unlike some of the providers you are likely hearing from, we charge no additional asset based fees* and use lower cost share classes.
Our complete solution starts at $3,500 per year for recordkeeping and services to keep the plan in compliance and custodial services
(plan document fees are additional). When you work with us you will know what the cost is up
front – no “oh-by-the-way” fees.
We have been fortunate to have had many long-term relationships with our clients.
We like to believe it’s because we provide a valued service at a very reasonable cost while providing retirement
investors with the tools to reach their retirement goals.
Kurt Millikin
(206) 267-2315
1(800) 586-5564
kurt.millikin@mma401k.net
www.mma401k.com
*Most fund companies subsidize the cost of our services by paying us a part of the annual expense they charge fund investors.
Funds from firms like Vanguard do not provide these subsidies so we must pass our costs on to participants that invest in those funds.
The charge is .35% per year which mirrors the compensation we are paid by other funds. All performance reported for funds that meet our specification is reported
net of all fees. Total fund expense is usually 1% or less.