With the ELITE Plan, it’s easy to select high quality mutual funds and collective funds based on the needs of your client.

The ELITE Plan has 4 unique investment portfolios that are pre-screened using standard fiduciary criteria from fi360 fiduciary tools.  Taking it one step further these top tier funds are then segregated based on the amount of revenue sharing available.  Not only does this make it easy for you and the plan sponsor to control total out of pocket cost, but also keeps overall pricing of the plan completely transparent.

Discover the ELITE Plan Portfolios:

ELITE I Plan Investments - 1% revenue sharing.

ELITE II Plan Investments- .50% revenue sharing.

ELITE III Plan Investments- .25% revenue sharing.

ELITE IV Plan Investments - no revenue sharing.

Revenue sharing within ELITE portfolios is the minimum revenue sharing available.  More revenue sharing may be available depending on fund selection.