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PlanWorks Select®
Does your company enjoy a small to mid-size retirement plan? Are you looking for more comprehensive services and less administrative duties? Do your plan participants want more investment choices? Then PlanWorks Select® may be the right retirement program for your company and your employees. PlanWorks Select® is a full-service, comprehensive program designed specifically to serve retirement plans that have $1 million to $5 million in assets. Yet, you receive the advantages typically found in much larger plans.
With PlanWorks Select®, plan participants enjoy:
- Diversified1 investment choices from multiple fund families
- Asset Allocation Models1 for simplified and diversified investing
- Ongoing education and communications
- Round-the-clock account access by VRU and Internet
- Toll-free access to Customer Service Representatives 8 a.m. to 8 p.m. EST
1 Neither asset allocation nor diversification can guarantee a profit or prevent a loss.
Plan Sponsors enjoy:
- Top-notch administration, record keeping, compliance, and reporting services
- Plan-level access via VRU and Internet
- Paying agent and custodial services
- Competitive pricing
- State of the art technology
- Superior services
The PlanWorks Select® program provides three types of plans: 401(k), profit sharing, and money purchase.
If you want to ease the burden of administrative management and offer your employees more investment choices,
obtain additional information about PlanWorks Select® or Armada Funds by calling 1-800-622-FUND(3863) or
1-888-ARMADA5, or you may obtain information about Armada funds by downloading a prospectus now.
The prospectus contains more complete information including the risks and
charges and expenses of the investment choices you may select.
Please read it carefully before you invest or send money.
National City Investment Management Company (IMC) serves as investment adviser for Armada Funds for which it
receives an investment advisory fee. Shares of Armada Funds for PlanWorks Select® are distributed by
Professional Funds Distributor, LLC (PFD). PFD is not affiliated with IMC and is not a bank.
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