The Flex-Advantage Retirement Plan Services from Meeder Financial

Convenience

  • Pre-Approved Prototype Plans (401k, 403b, profit sharing, money purchase.)
  • Enrollment Materials and Communication to Plan Participants
  • Quarterly Reporting of contributions, withdrawals and investment performance.

Flexible Investments Available from:

  • The Flex-funds
  • Other mutual fund families
  • Custom Portfolios created and managed by Meeder

Meeder Financial offers retirement plan services to organizations who offer pension and retirement benefits to their employees and members.

The Flex-Advantage Retirement Plan can be designed around an organization's specific needs for convenience and flexibility. Using a prototype plan pre-approved by the IRS and Department of Labor, Meeder can establish and launch The Flex-Advantage Retirement Plan in less time and with lower costs.

Meeder also provides enrollment materials and regular communication to participants to promote retirement plan benefits within the sponsor's organization.

The Flex-Advantage Plan also offers flexibility for sponsors in offering investment options to plan participants. The Flex-Advantage Plan can include investments from The Flex-funds, other mutual fund families, or custom portfolios developed and managed to meet the specific needs of the client.

Meeder manages the investment advisory, participant and sponsor reporting, transfer agency, and shareholder services to retirement plan sponsors and participants.

Contact Meeder Financial Retirement Plan Services for more information.
Call Toll Free 866-MEEDER-1 (633-3371) or from Central Ohio, call 766-7000.

6125 Memorial Drive, Dublin OH 43017 | Toll Free 866-MEEDER-1 (633-3371)
From Central Ohio 614-766-7000 | Fax 614-766-6809 Sales Fax 614-791-2572
© 2008 Meeder Financial