http://www.kayinvestments.com 401(k) and Niche Investing for BOTH Up and Down Markets Mon, 06 Feb 2012 14:52:58 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 http://www.kayinvestments.com/2011/01/29/our-template-is-in-place/ http://www.kayinvestments.com/2011/01/29/our-template-is-in-place/#comments Sun, 30 Jan 2011 02:52:59 +0000 admin http://www.kayinvestments.com/?p=74 We have assembled the mix of providers and structure for our model 401K. I call this a template because it represents a model for what a 401K can and should be:

• Custodian: We have engaged independent custodian (Benefit Trust Company, $170+ billion in plan assets) who allows us all the types of investments we want:
  • mutual funds with the lowest institutional pricing and fees
  • collective investment trusts (CITs) that provide the best target date and “QDIA” solutions
  • ability to add our managed portfolios so they behave like daily valued mutual funds!!!
• Collective Investment Trusts (CITs) through Stadion Money Management, trusteed and custodied through BT
• Managed Portfolios acting like mutual funds:  our AMP portfolio, Performance Trust Investment Advisors and Karpus Investment Management
• Certain superior mutual fund solutions (institutional classes)

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