RIA401(k)™

With our RIA401(k)™ capabilities, you can combine managed account capabilities with a high-quality investment selection. TCA is the only custodian in the 401(k) marketplace that allows you to develop completely customized portfolio strategies for retirement plans. You can use a variety of investment options, such as ETFs and equities, to offer participants flexibility and diversity in assets and management.

Cory Belcher, Regional Vice President
Portfolio Strategies
Participant Education
Customized for You
Portfolio Strategies

Don’t limit yourself to choosing a plan's investment menu or creating portfolio strategies from only the investment options offered in the 401(k) plan. With TCA, you have the freedom to create custom strategies using a variety of investment options. TCA enables you to react immediately to market fluctuations and rebalance your retirement plan portfolio strategies on demand at any time. With no rebalancing frequency restrictions, waiting periods, notification requirements, or blackouts, rebalancing your portfolio strategies at TCA is simple. Through TCA, you can offer 401(k) participants flexibility and diversity in assets and management not available with other providers.

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Participant Education

TCA provides various levels of participant education to offer to your 401(k) plans based on how you structure your offering. Advisors can provide their own education materials, or TCA makes available materials that provide retirement savings and investment education. We also offer online tools to assess risk tolerance, provide investment guidance, or to provide actionable recommendations based on the investments offered in the plan.

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Customized for You

We offer customization to statements, administrative forms and the participant website to feature your name and logo. That's because, here at TCA, we believe in supporting you every step of the way as you grow your name. 

 

 

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