Assetmark401k - Converting Your Plan

Employers Overview

Benefits of a 401(k) Plan

The AssetMark 401(k) Plan

Converting to an AssetMark 401(k) Plan

Plan Sponsor Web Instructions

Forms

Converting Your Plan to an AssetMark 401(k) Plan

There's enough in life that's uncomfortable. Your 401(k) plan shouldn't be a source of discomfort and dissatisfaction for you – or for your employees.

Think about your ideal 401(k) plan, then match that ideal with the services offered by the AssetMark 401(k) Plan. The AssetMark 401(k) Plan:

•	Delivers portfolio diversity through comprehensive investment options.
Six Target Allocation Funds as core investment options so you and your employees gain the benefits of professionaly-managed asset allocation portolios.
Up to 14 additional mutual funds can be selected as investment options, giving you and plan participants a choice of 20 diverse investment choices.
•	Provides Internet and phone-based services for trading and obtaining account information to employees.
•	Gives employers personal service and support.
•	Has identifiable, upfront fees so you know how much your plan costs.
•	Lets your investment advisor play a role in helping you select plan investment options.

These benefits and services are combined in a turn-key package that's easier to administer than many other comparable 401(k) plans. Because the AssetMark 401(k) Plan is a daily valuation plan, account information is provided in a timely manner (instead of once a quarter), and account information is updated at the close of every business day that the market is open.

Ask your financial advisor about converting your plan to an AssetMark 401(k) Plan. It's an ideal solution for your employee benefits package.

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INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE