Our Distinct Offering
Everything employees need and sponsors want.

Only a Symmetry retirement plan gives you and your employees access to the distinctive Symmetry model portfolios. Available exclusively through our network of advisors and a select tier of third-party administrators, we deliver one of the most comprehensive approaches for growing long-term assets.

Streamlined diversification for employees. We make it easier for your employees to diversify wisely.

• Enrollment support, including customized enrollment kits.
• An array of truly diversified investment choices as well as ample investment education.
• Asset allocation tools to help participants choose which Symmetry portfolio best meets their needs.
• Regular account updates personalized for each participant.

Fiduciary support for sponsors. Besides maximizing employee diversification opportunities, we seek to address your fiduciary responsibilities.

• Expert plan design and compliance consulting.
• Advanced plan administration and recordkeeping services.
• Tax reporting, loan administration, compliance testing and benefits payments.Peace of mind knowing that Symmetry serves as a co-fiduciary on its portfolios.

Interested? For more information, contact your advisor.