AC Wealth Partners
Retirement Plan Services

A Team Approach to Plan Success

By collaborating with your financial advisor to align with your organization’s goals, AC Wealth Partners will help build an investment recommendation to meet the needs of your plan and its participants.

AC Wealth Partners delivers asset allocation advice to align with the risk profiles of your employees, performs comprehensive due diligence to select suitable investment strategies for plan participants, and provides ongoing monitoring of investment portfolios and available investment strategies to ensure alignment with AC Wealth Partners’ structured investment process.

AC Wealth Partners

ERISA 3(38) investment manager
Delivers asset allocation advice to align with the risk profiles of your employees
Performs comprehensive due diligence to select suitable investment strategies
Provides ongoing monitoring of investment portfolios and available investment strategies

Recordkeeper/Administrator

Provides recordkeeping and administration
Provides a web-based portal for plan participants and plan sponsor
Confirms plan offered is compliant and meets current regulations in place
Provides an Annual Review to Advisor/Plan Sponsor to assist the Plan Sponsor in satisfying its fiduciary duty to monitor

3(38) Investment Fiduciary

As an investment manager with ERISA 3(38) responsibilities, AC Wealth Partners acts as a fiduciary to the plan, the plan’s trustees, and its participants. All decisions made and actions performed are made in the best interests of your employees. As part of our ERISA 3(38) responsibilities, AC Wealth Partners will take investment discretion over the plan. By delegating ERISA 3(38) responsibilities, the plan sponsor forgoes any obligation to invest assets of the plan for which the ERISA 3(38) investment manager is responsible.

AC Wealth Partners RPS Investment Solutions

AC Wealth Partners seeks to provide the appropriate amount of diversification while allowing for portfolio growth to meet the goals and objectives of retirement plan participants.

AC Wealth Partners also provides a curated list of investment funds for participants to choose from in place of a model portfolio or to use as a complement to AC Wealth Partners model portfolios. A typical AC Wealth Partners Retirement Plan Services program offers fully diversified AC Wealth Portfolios as well as an RPS Fund List to provide additional options for plan participants.

Diversified
AC Wealth Portfolios

AC Wealth Portfolios are fully diversified, multi-asset class portfolios that are built and maintained by a team of experienced AC Wealth Partners portfolio managers.