Gazelle Recordkeeping


Our open-architecture daily trading solution called Gazelle easily integrates with payroll exports, 3(38) managers and fee based investment advisor payments. 

Revenue Sharing Credits

Investments that produce revenue sharing are used to offset costs associated to the retirement plan.

Investment Options

No requirements

6,000 Investment Options

Institutional Mutual Funds

Exchange Traded Funds (ETFs)

Target Date Funds

Model Portfolios

Unitized Investments


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Click the link below. Select Price Quote and/or Service Inquiry.  Select a person under Select Staff.  Select a day and time that works for you. Please note that times are displayed in Central Time.

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