How do smart people manage
their 401(k) accounts?
They don't.
StraightLine provides "do it for you" 401(k), 403(b) and
457 investment management for participants who prefer having an absolutely
independent third-party research team manage their account within their
existing employer-sponsored retirement plan. Keep in mind, we don't
just give advice—we actually manage the account—making
changes to allocations and investments as needed throughout the year.
On a personal note, I have fashioned StraightLine to be the company you can always count on for expert management, sound advice, and unquestionable dedication to always act in your best interest. Please take the time to read all that you can, I promise it will be well worth your time. Below is a brief review, but as mentioned, there is much more information throughout the website.
What We Do
StraightLine builds well diversified portfolios for 401(k), 403(b) and 457 plans. We use dramatic institutional research to construct the most appropriate models for you personally based on very accurate information we get from you. We constantly monitor market conditions, the plan options, and the managers themselves and make changes when warranted.
StraightLine's Two Services
Pro(k) - This is a do it for you service where we take over the management of your account and make changes for you.
ProAdvice - This is where we send you our changes and you utilize the information to make changes on your own.
Why now?
The recent Pension Protection Act was signed into law in late 2006 to provide safeguards for retirement accounts. A large part of this document dealt with the specific guidelines for the selection of investments and the ultimate management of employee assets housed within retirement plans. The most important part, in our opinion, was that it at last allowed plan sponsors to confidently select an appropriate financial service firm to help any employee who needed assistance in the management of these accounts.
We know that most people don't have the time or inclination to manage these accounts and we are here to help for all of the right reasons. Please give us a call or contact us through the web and you'll see the difference in our dedication to your success.
Steven F. Mosshart AIF®
President and Chief Investment Strategist
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