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The latest in 401(k) plan design.
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| 4 Minute Presentation |
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Exchange traded funds (ETF)s have changed the entire landscape of investing. The cost of an ETF
is typically about 1/3 that of a mutual fund. ETFs can be bought or sold instantly on the stock exchanges. There
are ETFs for virtually all asset classes including industry groups, commodities, country specific, currencies and indexes.
This mean an investment plan can be designed to have asset allocation in any group and when that investment turns down it
can be sold that day and the investment can buy into a class that is going up. Neither you or the plan participant has
to do any of this. It's done automatically by experienced investment managers who review the ETFs on a daily basis
and make changes when necessary.
The plan participants who lost 40, 50 or 60% in the 2007 - 2008 crash wish they
were in such a plan. The ones who had this plan skipped the crash and got back for the recovery.
It's called risk management and employees shouldn't have to do it for themselves.
Take
a look at the results:
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| Gold = Sunrise Blue = S&P 500 |
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Sunrise has no salesmen. When you talk to Sunrise you talk to the principles.
Marv Slater, Investment Advisor; Mike Hall, Founder Sunrise 401(k); Don Wilson, Founder Risk Management System. You
can add this option to your existing plan and give employees a choice or replace your current plan. Let's talk.
Contact me, Marv Slater and I'll send you information about the Sunrise 401(k)
marv@marvslater.com
Put Sunrise in the subject
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Marvin M. Slater & Associates * 9656 Lynbrook Dr.
* Dallas * Texas * 75238-2839
Phone: (800) 343-9645 * (214) 343-9645 * Fax: (214) 341-3803 * marv@marvslater.com
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