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Choice Advisor
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Choice 401k Vestwell TAMP


The  401(k) Choice Platform is a partnership between Vestwell and Kovack that provides a turnkey 401(k) platform for Kovack advisors to begin offering defined contribution solutions or convert existing plans.

The ideal candidate for the 401(k) Choice Platform are plans between $500k and $1M.

This product is ideal for:

1.  Your wealth clients who need a retirement solution (allowing you to keep the assets in-house.)

2.  Your current 401(k), 403(b) and 457 clients who want a fiduciary product that allows them to have transparent fees and online account management and enrollment.

3. Small - medium sized businesses not offering 401(k) solutions

4.  Small - medium sized businesses currently offering 401(k) solutions and worried about the Fiduciary Rule

 

 

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