Financial Management Strategies, Inc.
THE FMS CHALLENGE
The FMS CHALLENGE is designed to provide
you with a side-by-side comparison of your current
401(k) program and the FMS 401(k). We are
confident that once you see the DIFFERENCE in
services and benefits to you AND your employees,
FMS will be your logical provider of choice.
you with a side-by-side comparison of your current
401(k) program and the FMS 401(k). We are
confident that once you see the DIFFERENCE in
services and benefits to you AND your employees,
FMS will be your logical provider of choice.
FREE ANALYSIS
The CHALLENGE begins with a FREE ANALYSIS of where your plan
stands currently. We start out with an investment review to show you how
your current investment options stack up against appropriate benchmarks
and our investment options.
Next, we look at fees. This part can be difficult because of the "hidden
fees" concept so commonly found in 401(k) plans. If you've ever been told
your plan is "free", this analysis will uncover the true cost and show you
how your participants accounts are being depleted behind the scenes. The
FMS 401(k) provides full fee disclosure AND returns all 12b-1 fees and
revenue sharing arrangements back to your plan to help offset costs!
The next part of our analysis looks at administrative costs and the
corresponding services that are provided. The FMS 401(k) provides many
value-added services not typically found in other plans. Our program is
designed to increase HR efficiency, thus saving you both time AND money.
The CHALLENGE also looks at employee education. We'll take a look at
what programs you are being offered by your current provider and
compare them to our employee education programs.
The final analysis looks at fiduciary liability protection. Does your current
provider assume your investment related fiduciary liability? We'll show you
where to look in your contract to learn the truth. Financial Management
Strategies, Inc. EXPRESSLY accepts the role of Fiduciary Investment
Adviser relieving you from this burden!
TAKE THE CHALLENGE
The time is right to take the FMS CHALLENGE. This review is free of
charge. We are confident once you see a true side-by-side comparison of
the benefits we offer to you AND your employees, it will be worth making
a change.
We want to earn your business! For more information, contact us TODAY!
The CHALLENGE begins with a FREE ANALYSIS of where your plan
stands currently. We start out with an investment review to show you how
your current investment options stack up against appropriate benchmarks
and our investment options.
Next, we look at fees. This part can be difficult because of the "hidden
fees" concept so commonly found in 401(k) plans. If you've ever been told
your plan is "free", this analysis will uncover the true cost and show you
how your participants accounts are being depleted behind the scenes. The
FMS 401(k) provides full fee disclosure AND returns all 12b-1 fees and
revenue sharing arrangements back to your plan to help offset costs!
The next part of our analysis looks at administrative costs and the
corresponding services that are provided. The FMS 401(k) provides many
value-added services not typically found in other plans. Our program is
designed to increase HR efficiency, thus saving you both time AND money.
The CHALLENGE also looks at employee education. We'll take a look at
what programs you are being offered by your current provider and
compare them to our employee education programs.
The final analysis looks at fiduciary liability protection. Does your current
provider assume your investment related fiduciary liability? We'll show you
where to look in your contract to learn the truth. Financial Management
Strategies, Inc. EXPRESSLY accepts the role of Fiduciary Investment
Adviser relieving you from this burden!
TAKE THE CHALLENGE
The time is right to take the FMS CHALLENGE. This review is free of
charge. We are confident once you see a true side-by-side comparison of
the benefits we offer to you AND your employees, it will be worth making
a change.
We want to earn your business! For more information, contact us TODAY!
| Financial Management Strategies, Inc / 9050 Sweet Valley Drive / Valley View, Ohio 44125 Phone: 216-642-1099 / Toll Free: 888-665-1099 / Fax: 216-642-1186 E-Mail: info@FMS401k.com |
The FMS Challenge
The FMS 401(k)
Administration
Employee Education
Fund Selection
Managed Portfolios
Liability Protection
Full Fee Disclosure
Experience
About Us
Contact Us
Links
The FMS 401(k)
Administration
Employee Education
Fund Selection
Managed Portfolios
Liability Protection
Full Fee Disclosure
Experience
About Us
Contact Us
Links
ABOUT US
CONTACT US
9050 Sweet Valley Drive
Valley View, OH 44125
216.642.1099 Phone
888.665.1099 Toll Free
216.642.1186 Fax
info@FMS401k.com
Valley View, OH 44125
216.642.1099 Phone
888.665.1099 Toll Free
216.642.1186 Fax
info@FMS401k.com
