A fiduciary risk management solution with options

With Model(k), you will have a team of finance professionals assisting with every aspect of your plans, including investment selection. By leveraging the expertise of professional money managers, investment consultants and plan design experts, with Model(k), you can build a truly unique plan for each of your clients.


Some of the benefits of Model(k) include:

  • 3(21) fiduciary support that limits your legal investment liability
  • Seamless integration of the core fund lineup with models created by independent money managers
  • Access to a list of low correlated asset classes pre-selected from a virtually unlimited array of investment companies
  • Agreements reference solicitor fees to ensure easy payment of your fees
  • „„Model reallocation and portfolio changes based on market conditions

For more information on Model(k), please contact us at