Prima Capital’s objective research and well-defined due diligence process not only enhance any retirement investment program, its web technology delivers an array of information and tools that make it easier for advisors and sponsors to monitor the health and direction of their programs.
In partnership with Matrix Financial Solutions, Prima’s non-fiduciary and co-fiduciary solutions are ideal for defined contribution plan advisors, brokers, third-party administrators, and record keepers.
The RetireTool(k)itTM includes:
- Proposal generation tools
- Investment policy statements
- Annual plan demographic and mutual fund reports
- Quarterly fund reviews and reports
- Mutual fund research and recommendations
Prima Capital® serves as the Portfolio Strategist to the RetireFocus FundsTM, a series of diversified investment funds designed for investors with a specific time horizon for retirement. Housed in collective investment trusts sponsored and maintained by MG Trust Company, LLC, the Funds are designed to be turnkey investment solutions for participants in defined contribution plans of any size. The RetireFocus FundsTM, are not for retail investors.
View the RetireFocus Funds Fact Sheets.
View Prima’s Retirement Plan Solutions Brochure.