In order to provide a turnkey service to you, we partner with Newport Group, a licensed trust company and the nation’s largest independent third party administrator to 401(k) plans. Newport Group provides accounting and plan administration, including participant account maintenance and online access to account information, necessary ERISA and federal tax filings, and fulfills all plan ministerial requirements.
TD Ameritrade Institutional, Inc.
We use TDA, one of the nation’s largest plan custodians, to provide the best available investment options at the lowest fees and commissions.
Through TDA (or Schwab) we have access to products from over 8,000 investment companies. We review and select our investments from thousands of exchange-traded funds, mutual fund and life insurance (annuity) investment options—many more options than would be available through vendors who sell their own, proprietary products.
Charles Schwab Corporation
We also use as a custodian Charles Schwab, also one of the nation’s largest custodians, to provide excellent investment options at highly competitive fees.
Disclaimer: Blue Map uses its best efforts to achieve client investment goals. That said, the securities markets are inherently risky and volatile. Loss of investor capital is always a risk. No assurance can be given that Blue Map will meet the expectations or goals of any one particular client.