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PRO Plans have Multi-Fund-Family NAV Funds (NO Loads or Fees) and NO Asset-Based Administration Fees. PRO LOW FEES include Form 5500 & all required schedules at no additional fees to your Plan.

TPA/Brokers/RIA/CPA/Bank Trust Firms/Plan Sponsors: PRO's state-of-the-art, multi-fund-family, open architecture Daily Valuation System provides you a more comprehensive and more cost-effective Recordkeeping (RK) & Third-Party-Administration (TPA) Solution. PRO's "back-office" RK & TPA Daily Valuaion Solution "links" to your web site to lower your operating cost, increase efficiency and provides a much better alternative than the inferior offerings from Aetna, Manulife, Nationwide, Principal, American Funds Direct, MFS Recordkeeper, ADP, Paychex, etc.

Fund Selection & Setup

PRO Plans are eligible for A-Shares at NAV (Net Asset Value) or Retirement-Shares (R, N, K, etc.) at NAV without any Loads or Fees.
Other Solo-k & 401k Providers within the industry may charge your Plan Loads or "wrap-fees" that will reduce your account value.
Please choose from Multiple-Fund-Families & iShares/ETF/CIF Funds (Barclays Global, Vanguard, Fidelity, American Century, Van Kampen, Ariel, Dodge & C ox, Pimco, Jensen, FPA, Royce, First Eagle, etc.- Please select from the 50 Fund Choices for the Solo-k Plan listed on your Plan Setup Documents. You can choose among 3500+ Funds for regular 401k Plans).

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Testimonials

PRO has the easiest Solo(k) Product.
Mike H., Houston, TX
PRO has the lowest fees, vast Fund selection, easy setup.
Charles L., Honolulu, HI
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Please Contact PRO at 877-241-6269 for help.
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