Investment Management (IM) Providers
In Network Provider List
Save Money by Using One of Our In Network IM Providers
Investment Management providers vary in their pricing and processes, which are set independently from Guidant. When you choose to work with one of our In-Network IM providers, it streamlines annual reporting – saving time for you and our team. Clients who select an In-Network provider also have their $500 Guidant setup fee waived. See your client agreement for full details on Guidant’s fees.
| Provider | Contact | Setup Fees | QES Transaction Fee | Yearly Administration Fees | Annual Participant Fee | Independent Financial Advisor Needed |
|---|---|---|---|---|---|---|
| ePlan | Sales Support & Pre-sale Assistance Paychex Regional Wholesale Team [email protected] 855-588-4775 | None | $150 | Up to $1,0002 | $03 | No |
| Voya | Krista Barkovich: 1-206-473-2354 Wink Tharpe: 1-860-907-8341 | $0 | $0 | $0-$1000 | $0 | Yes |
| Retirement Plan Consultants | Mark Ell: 1-303-900-1935 [email protected] Ian Campbell: 1-303-900-1940 [email protected] | None | $0 | $1000 | 0.65% Asset Fee (paid by participants) | No |
| American Funds4 | Contact your advisor4 | Up to $5001 | $0 | Up to $1,0002 | $20 (paid by participant) | Yes |
1 Can be waived depending on Account Balance
2 Depends on average account balance
3 After 15 participants there is a $20 fee per participant
4 You will need your financial advisor to set up a Recordkeeper Direct Plan. If you do not have an advisor, we partner with Traynor Capital, you can reach out to them at [email protected]. For other options, see this link to find a financial advisor in your area.