Employee Benefit Plans
Regal Securities and VANTAGE Benefits – Providing Unbiased Pursuit of Your Best Interests
Lower Plan Costs – Increase Participation
“Employee benefit programs must be evaluated in terms of ‘perceived value’ to the employees, not solely on Employer expenditures.” — VANTAGE Benefits
Regal Securities and VANTAGE Benefits, a third party administration firm specializing in corporate employee benefits, have teamed up to provide a unique, fully transparent, benefits platform providing access to up to 15,000 mutual funds and ETF’s.
The Regal VANTAGE 401(k) and 403(b) plans lower costs and eliminate compliance burdens while expanding plan flexibility. Our objective - the “unbiased pursuit of your best interests” resulting in highly cost-effective retirement plans that your employees will want to participate in.
Regal VANTAGE 401(k) and 403(b) Plans
Unbiased Investment Offering – No proprietary funds
Regal and VANTAGE Benefits remove the inherent conflict of interest that exists in most providers’ plans today. This allows the plan sponsor and advisor to select best in class investments that best serve the participants needs. Our plans provide participants access to some of the most widely recognized mutual fund companies available and an open architecture platform with access to:
- Up to 7,500 different mutual funds
- Over 300 fund families
- Self Directed Brokerage Accounts; if offered
- Unitization capabilities for plan sponsors who want to offer Exchange Traded Fund (ETF) portfolios, ability to transact ETFs in real-time
Regal VANTAGE 401(k) and 403(b) plans are characterized by four features that promote the best interest of employers and their employees, while lowering plan costs, eliminating compliance burdens and expanding plan flexibility. Download VANTAGE 401(k) Brochure
- Transparency – No hidden charges or revenue sharing fees
- Unbiased Investment Offering – No proprietary funds being pushed. Select from a wide range of brand-name investment options to assist participants in meeting their objectives
- Fiduciary Compliance Services – Reduces potential for a large adverse judgment against the plan. Removes the administration and compliance burden from your human resources department
- Web-based Automation – Efficient Internet web-based platform for enrollment, account management, and record keeping
Open Architecture
- Life Style and Life Cycle Portfolios Available
- Includes Fiduciary Compliance Services
- Investment Policy Statement
- Customized Fund Selection Process
- Quarterly Review
- Regulatory Updates
Contact Shawn Herrin at 847-375-6062 to find out how a 401(k) or 403(b) plan can benefit your business.
About VANTAGE Benefits Administrators
VANTAGE Benefits Administrators (VBA) is an independent Third Party Administrator and full service insurance agency specializing in corporate Employee Benefit Programs. Independent of all insurance companies, VANTAGE can pursue your company’s best interest without bias. VBA was founded solely to provide professional and timely employee benefit administration services. The firm has established its base of operations in Southern California, and is staffed with professionals that have extensive knowledge in the design, implementation, and compliance of corporate employee benefit plans. VBA has developed a web-based self-service employee benefits platform that simplifies the daily administration, record keeping, and compliance for health and welfare benefits and retirement plans.
VANTAGE Benefits provides one stop shop for employee benefit solutions:
- Customized to employees’ needs
- Design, implementation, administration, and compliance
- Online employee enrollment and management
- Focused on controlling costs and educating employees
- Section 125, 132, and Cobra administration
- Unique retirement products include – The Regal VANTAGE 401(k) and 403(b) (link)
- Download VANTAGE Brochure
Call 1-800-337-8005 for more information on how VANTAGE services can benefit your business.
VANTAGE Benefits Administrators,
31309 Temecula Parkway, Ste. 100,
Temecula, CA 92592,
1-800-337-8005,
www.vantagebenefits.com.
Fortress Financial Services, Inc., DBA VANTAGE Benefits Administrators is an independent third party administration firm.
Fortress Benefits Administrators is a full service Insurance Agency and Third Party Administrator, which specializes in the consultation and administration of corporate employee benefits. FBA is independent of all insurance and investment companies.
Securities offered through Regal Securities, Inc., Member FINRA/SIPC, a registered broker dealer. Securities products offered are not guaranteed or endorsed by Regal, are not FDIC insured and may lose value. None of the information contained herein should be construed as legal, accounting, or professional advice, an offer to buy or sell securities, or as a recommendation. Specific recommendations are based on a review of each client’s particular financial circumstances.