Our Goal - Protecting Investments Delivering Success If you are not already enrolled in a plan, you can Apply Now. If you are already enrolled in a plan, you can perform an Online Strategy Change.

Why choose an adviser-managed account?

Retirement plan dollars can mean the difference between just getting by and comfortably enjoying your retirement years. How do you choose which investments are right for you and your family? There are so many choices!

History has shown that income or money market funds, though safe, have fallen far short of meeting retirement needs once eroded by inflation.

The stock market’s the answer, but many people find it to be so confusing. The stock market can also be a risky place to invest. On average this last century, every 4 to 7 years brought a 30%-plus loss of principal to the major stock market indexes. Do you have the time, skill and discipline to survive the markets’ roller coaster climbs and plunges? We can help.

Based on your profile questionnaire responses, our adviser-managed account will:

. Evaluate your financial circumstances
. Design a customized solution for you
. Choose the investments that align with your goals
. Actively monitor the investments on a weekly basis for you
. Uncover the top performing investments in each asset class, and
. Utilize money market and income investments to seek to harness market risk

Management You Can Rely On

Flexible Plan Investments is pleased to offer professional management for participant-directed retirement plans. Flexible Plan is widely considered an industry leader in the administration of investment risk management services. We strive to provide investors with competitive returns while reducing risk through the use of diversified investment products, cutting-edge technology and support services.

Experience

Flexible Plan was founded in Bloomfield Hills, Michigan in 1981. Combining expertise in investment analysis, system design, and software development, our founder and President, Jerry Wagner, anticipated technological innovations that allow retirement plan participants to enjoy professional management advantages at one time available only to institutions and high net worth individuals.

Family Plan

Both before and after retirement, Flexible Plan will manage your money and your family’s money outside of the retirement plan for the same discounted rate. This is an added benefit not only to plan participants, but also extends to their immediate family. (While there is no minimum on retirement plan investments, there is a $20,000 account minimum on investments outside the retirement plan.) If interested, please discuss this with your financial adviser or contact Flexible Plan's offices at 1-800-347-3539 ext. 140.

The Retirement Plan Solution

Flexible Plan has developed twelve distinct portfolios for use with qualified retirement plans. These investment portfolios provide personalized risk management for each plan participant. The management is based on dynamic, not passive, solutions that give retirement accounts the flexibility to cope with ever-changing markets. The chart below indicates the maximum equity/income allocation for each risk profile:

STRATEGY MATRIX (Equity Portfolio % / Income Portfolio %)

Apply Now

To contact us to obtain more information about The Flex Plan, click here.