CuraFin Advisors provides investment management and retirement plan consulting services to company-sponsored retirement plans, including 401(k) plans, 403(b) plans, pensions, and profit-sharing plans. Services include discretionary and non-discretionary investment management, administrative support, service provider support, investment monitoring, and participant services. CuraFin Advisors may recommend certain collective investment trust funds for which it serves as a sub-advisor.
Fee Structure
CuraFin Advisors provides investment management services to retirement plans, charging a percentage of the plan's assets. The specific fee depends on the plan's assets and the services selected.
For plans participating in the My401(k) Pooled Employer Plan (PEP), fees are:
- Discretionary Investment Fiduciary Services (3(38) ONLY): A percentage of assets managed.
- Retirement Plan Consulting Services: A percentage of assets managed.
For plans participating in The NACC Association Pooled Employer Plan (PEP), fees are:
- Discretionary Investment Fiduciary Services (3(38) ONLY): A percentage of assets managed.
- Retirement Plan Consulting Services: A percentage of assets managed.
Fees are generally charged monthly or quarterly.