A Path to Retirement.

Some people are likely to be too conservative, too aggressive, or simply let emotions get in the way of making smart investment decisions with their 401(k). Let us do the hard work!

401K Plus®roadmap2024-09-27T14:49:12-04:00

401(k) Strategy Management

401k Plus and their partners at Retirement Management Systems, Inc. (RMS), can manage the company-sponsored 401(k) account you have now. They will help assess your retirement goals and investment tolerance and develop your retirement strategy. Then RMS will review the investment alternatives in your employer’s plan and actively execute your strategy.

Managed by Professionals

Our program is led by a team of professionals who provide decades worth of industry knowledge and experience.

We Do the Hard Work

It’s a full-time job to optimize and regularly maintain portfolios.

Optimized to Your Risk Tolerance

Be confident you are receiving high-quality professional management.

Diversifying the Portfolio

A well-balanced portfolio diversifies across many asset classes.

Resources.

Marketing

401k Plus® Brochure

Our brochure provides a complete overview of the 401k Plus® product.

Note: If you would like this flyer customized please contact us.

Portfolio Construction

This document explains the investment allocation process for the 401k Plus® product.

Forms

Client Application Form

Establishes a new account with 401k Plus and RMS.

Advisor Enrollment Form

One time set up for new advisors to 401k Plus and RMS.

Cancellation Form

Cancels management of the account due to closing, rollover, etc.

Model Change Request Form

Instructs a Model Change from current chosen Model.

Payment Method Change Form

Instructs a change in method of payment.

Supporting Documents & Links

Regulatory Disclosures

A Summary of the Advisory Relationship with Retirement Management Systems

RMS - SmartOffice

Grants active advisors access to existing clients

Our other investment products.

We have been providing investors with a simple approach to sophisticated investing strategies since 2005.

Seeks to provide upside exposure to an index while maintaining a buffer against losses over a defined period of time.

Questions?

Our team of professionals will be able to support you with any questions you may have.

A simple approach to sophisticated investing

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Business Info

437 Newman Springs Road, Lincroft, NJ 07738

info@buyholdplus.com

Buy/Hold Plus – Securities offered through World Investments, Inc., member FINRA/SIPC, a full service broker dealer located at 437 Newman Springs Road, Lincroft, NJ 07738 (800)614-2980. Buy/Hold Plus is a registered trademark of World Advisory Services, an SEC Registered Investment Advisor and Division of World Investments, Inc..

Check the background of your financial professional on FINRA’s BrokerCheck.

FULL WEBSITE DISCLOSURES

CRS – Client Relationship Summary Document

© 2024 • Buy/Hold Plus