Trade your clients 401k account on a discretionary basis, using plan investment menu options. Report and calculate fees for your services. Use your models, or third party SMA managers, to implement sophisticated, private wealth strategies within your clients 401k account*. Aggregate your clients private wealth and retirement investment accounts in one client portal providing a client experience that blends real time retirement income gap analysis, with real time retirement plan analysis.

With AxxcessLINK you can:
-  Trade your clients 401k account on a discretionary basis, using plan investment 
    menu options.
-  Report and calculate fees for your services.
-  Use your models, or third party SMA managers, to implement sophisticated, 
    private wealth strategies within your clients 401k account*.

Aggregate your clients private wealth and retirement investment accounts in one client portal providing a client experience that blends real time retirement income gap analysis, with real time retirement plan analysis.

A Solution to DOL-PTE 2020-02
DOL Fiduciary Rule places significant requirements on advisors who recommend rolloevers. AxxcessLINK allows you to manage your investment strategy within your clients existing 401k Plan.

AxxcessLINK is a 401k platform that helps a business owner manage plan costs and provide employees with true conflict free investments and advice. AxxcessLINK has a retirement recordkeeping system that charges no asset based fees for record keeper services. Instead, participants pay one flat fee regardless of their account size in the plan. 

AxxcessLINK provides powerful planning tools to help participants make good decisions about their investments. Participants can track and manage outside accounts, as well as project and stress-test retirement income outcomes. AxxcessLINK can add a self-directed brokerage option for particpants, enabling allocations to a wider range of investment options outside the plan’s core menu.

Most fee disclosures, such as the 404(a)(5), that are provided to participants or the 408(b)(2) that is provided to the plan sponsor, are extremely complex, long, and hard to understand. 

AxxcessLINK interprets these for you and presents a “black and white” plan analysis leaving no gray area. This allows plan sponsors to make educated decisions in the best interest of the plan and its participants, based on clearly defined information.