FIND OUT IF WE CAN LOWER YOUR FEES AND HIKE UP YOUR SERVICE EXPECTATIONS

Are you ready to raise your service expectations?

  • At Milestone Wealth Management, we pride ourselves on delivering our clients with quality 401(k) products for over 24 years. As a retirement plan specialist, we have access to top recordkeeping platforms and can easily deliver them to you and your associates.
  • We would like to introduce you to one of these: T. Rowe Price, an innovative recordkeeper in the 401(k) market. With over $810 billion in assets under management, their 2,635 retirement plans engage nearly 2 million plan participants.
  • For small to midsize markets, T. Rowe Price’s Essential Choice is an open architecture platform that delivers a unique pricing structure that engages your employees with a robust online experience.
  • Milestone Wealth Management is dedicated to encouraging the involvement of all employees in their plans. With innovative tools, like T. Rowe Price’s Essential Choice, we will walk them through personalized investment choices that will start them along the path to retirement.
  • When you request a complementary proposal for our Hike Up Campaign, we offer a free webinar for plan sponsors that will lead you through the unique online experience that T. Rowe Price offers.
*Available to plans with a minimum of $1,000,000 with pricing guaranteed for 3 years.**
**Optional Services available for additional fees. The addition of T. Rowe Price’s Retirement Funds (Suite of target-date) of an investment option is required. This suite of mutual funds has a competitive expense ratio for those plan participants that select this offering.
***Investment advisory fees and additional fees and charges may apply.

Based on the size of your plan, you may be eligible for $0 in administrative fees with T. Rowe Price. Connect with us today to see if this option is right for you and your employees.

Call for more information (616) 642-9595 or visit with me for just 15 minutes to discover how we can assist you.

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