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CONTACTS AT MANAGEDPLAN.COM

Professional Capital Services

Mark Klein

1500 M●●●●●●Street

STE●●●10E

Phil●●●●phia , Pennsylvania, 19102

United States

1.26●●●●6711
he●●●●●●@pcscapital.com

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Professional Capital Services, LLC

Mark Klien

1500 M●●●●●●Street

STE●●●10E

Phil●●●●phia , Pennsylvania, 19102

United States

1.26●●●●6711
he●●●●●●@pcscapital.com

View this contact

Professional Capital Services, LLC

Mark Klien

1500 M●●●●●●Street

STE●●●10E

Phil●●●●phia , Pennsylvania, 19102

United States

1.26●●●●6711
he●●●●●●@pcscapital.com

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1 managedplan
2 info@managedplan com
3 about managedplan
4 why managedplan
5 investment managers
6 tools
7 401k marketing toolkit
8 practice management resources
9 consolidated oversight
10 coupons
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1

ManagedPlan - Investment Managers

http://www.managedplan.com//Managers.aspx

For the Investment Manager. ERISA provides a safe harbor which limits plan sponsors' fiduciary liability when they appoint a qualified investment manager. A qualified investment manager is a bank, registered investment advisor or trustee who accepts fiduciary status in writing and has discretion over the assets managed. When investment responsibility is properly delegated, the plan sponsor's obligation to make discretionary decisions about plan assets shifts to the qualified expert.

2

ManagedPlan - Consolidated Oversight

http://www.managedplan.com//Oversight.aspx

Fiduciary Tools that Fit Your Role. Establish and maintain a relationship with the Plan Sponsor including, assisting the Plan Sponsor in completing and executing the ManagedPlan Sponsor Agreement and all necessary documentation in order to support the Plan's implementation of and/or conversion to the ManagedPlan Program. Determine if the ManagedPlan Program is suitable for the Plan Sponsor. Deliver and explain an Investment Policy Statement (IPS) to the Plan Sponsor. Assisting Plan participants in using ...

3

ManagedPlan - Why ManagedPlan

http://www.managedplan.com//Why.aspx

A Fiduciary Program Built On Prudence. ManagedPlan is a cost transparent program that gives the plan sponsor the ability to know exactly what they are paying and to whom. This transparent fee structure fulfills the 408(b)(2) DOL Requirement for plan sponsors and trustees. Open Architecture Recordkeeping Services. Full Scope 3(38) Fiduciary Service. ManagedPlan investment managers accepts 3(38) fiduciary liability (in writing) offering plan sponsors the ability to delegate this responsibility. The Managed...

4

ManagedPlan - 401k Marketing Toolkit

http://www.managedplan.com//Toolkit.aspx

ManagedPlan partners with The Advisor Lab to offer you The Retirement Plan Toolkit. This powerful online suite of tools is designed to help you efficiently identify prospective plans, generate easily-understood reports and prepare effective sales presentations quickly and affordably. The primary tools are PlanFinder. The Retirement Plan Diagnostic. And the Retirement Plan Efficiency Analysis. Start prospecting today using PlanFinder. PlanFinder gives you the most useful search criteria to zero in on the ...

5

ManagedPlan - Practice Management Resources

http://www.managedplan.com//Resources.aspx

Tools For Your Retirement Practice. CUSTOMIZED 408(b)(2) COMPLIANT PROPOSAL. A complete presentation illustrating the unique benefits of the ManagedPlan Program designed to be branded for the Participating Firm. Presentation designed to highlight the selected Investment Manager's investment methodology and present retirement plan savings in a way that is relatable to the novice investor. CUSTOMIZED 404(a)(5) COMPLIANT ENROLLMENT GUIDES. PCS SMART PLAN VIDEO ENROLLMENT. INVESTMENT MANAGER DUE DILIGENCE.

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Anand's Portfolio

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Mobile: 91-94441 06663 E-Mail: anandpraba@yahoo.co.in. Website: www.anandzdezine.com. Seeking challenging assignments in Website / User Interface / Usability Design as a Senior Web Designer with a growth oriented organization. A competent professional with over 6 years. Of IT experience in Graphic Designing, Web Designing and User Interface designing with reputed concerns. Currently associated with Arrowpoint Technologies. As a Senior Web Designer. MS (Information Technology) from. Audio Tools : Sony Veg...

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