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Employees are constantly on the lookout for better opportunities, with a group investment plan you demonstrate why your business is better than the rest in your industry.

Group investment plans (especially when coupled with a group benefits plan) help increase employee retention, maintain and improve productivity, attract and retain key talent for your business, and help prepare your employees for a comfortable and financially stable future with your company.

These plans are easy to set up, have a large fund line up, are low cost to you and employees, and when managed by Advantage Pacific, they benefit from our active management program. This program includes one on one meetings anytime the employee wants to talk about their investments, no fee fund switches (rebalancing), semi annual updates in which we will attach a digital copy of their statement and review how their account has performed, outline and explain any changes we are recommending, and provide a general market update.

Services Offered
Many financial services companies look at group investment plans as “set it and forget it”, but we think people lose out on incredible value when an investment is looked at this way. When your plan is managed by Advantage Pacific, we regularly look at the fund options the employees of your plan have picked and will make recommendations to them of how they can rebalance their portfolio to better fit their risk tolerance, other investing preferences and how they could change their fund line up to earn a better rate of return.

All the plans we set up are customizable by your employees, meaning they get to pick their own fund options. We prefer this as each employee is going to have a different risk tolerance and different investment preferences. As often as your employees would like we will meet with them in person, on the phone, or though Zoom to review and reassess their risk tolerance to ensure they are invested correctly. All of this is no cost to the employee and is covered by the commission paid to us when you set up your plan.

Transparency is important to us and we are always happy to disclose our fees publicly. Our fees for managing a group investment plan typically range from .10% to 1% per year, depending on total assets within the plan, annual contributions, and the number of employees regularly contributing.

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Omineca Financial is now Advantage Pacific