Trusted AdvisorsPlan SponsorPlan Participant

Fund Central


Just like the name says, it is an online “central” site for participants to visit and access plan-specific fund information including fund sheets, prospectuses, and monthly performance.

  • We offer an open architecture platform as well as partnering with a number of leading providers such as:
    • American Funds
    • A G Edwards
    • Charles Schwab
    • Edward Jones
    • Guardian
    • John Hancock
    • The Hartford
    • LPL Financial
    • Merrill Lynch
    • MG Trust/Broadridge Financial Solutions, Inc.
    • Morgan Keegan
    • Morgan Stanley Smith Barney
    • Nationwide
    • Raymond James
    • Stifel Nicolaus
    • TD Ameritrade
    • UBS Financial
    • Wells Fargo
    • Wilmington Trust
  • Nationally prominent fund managers
  • Access to over 18,000 investment choices
  • Broad range of investment options spanning the risk and rewardspectrum
  • Fee transparency structure


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