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Welcome to Complete K.

Discover the affordable alternative to costly retirement plans that will save you thousands of dollars over the life of your 401(k) plan.

Complete K's broad lineup of competitive mutual funds suitable for retirement investing - all with no loads, no wrap fees, no trading fees and low expense ratios - can help you and your employees reach your long-term goals. Some of the name brand mutual fund families include Vanguard, American Funds, Fidelity and T. Rowe Price.

Paying Too Much for Your Retirement Plan's Mutual Funds? Some plan fiduciaries look at a fund's performance and think it's the whole story. They skip right over the chapter on fund fees. That's an expensive mistake. Lower costs means your 401(k) plan will receive a higher percentage of the mutual fund's return, and over time that can translate into significant savings.

For example, here's how it works . . . Let's say your company's retirement plan has $250,000 in plan assets with an average return of 10% before expenses. If the plan's investments had annual operating expenses of 2.3%, then, after 20 years, your plan would end up with roughly $1,056,051 in plan assets. If the plan's investments had expenses of 0.9%, then your plan would end up with roughly $1,403,675 in plan assets - - a 25% difference.



Use the NASD Mutual Fund Expense Analyzer to chart your savings by going here

With Complete K employers and employees will have access to the lowest cost and highest value retirement plan program in the marketplace today.

 


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