Myaccountvalue.com was developed by a third party administrator to meet the needs of financial advisors and plan sponsors. As the retirement plan marketplaces becomes more transparent regarding fees, we are able to offer a positive solution.
We stand for:
// Investment Independence
By developing relationships with a number of different custodians, we are able to offer true “open architecture” record keeping services to your retirement plan. No client is forced to fit into a box we create. Working with your financial professional, we help find the best fit for your needs, not based on our own interest.
We strive to respond quickly and thoroughly to each inquiry or request. The rapport we develop with advisors, clients and participants is the backbone of our business and our goal is for each client to feel like they are our only client.
By working on a fee for service basis, the playing field is leveled for smaller retirement plans and participants. Our fees are based on the number of participants serviced rather than the account value of the Plan.