Turnkey 401(K) Solutions for Investment Advisors
Affordable Plans for Your Business Owner Clients
Apollo Wealth Management, LLC has worked with Value Point Associates (VPA) to develop fund line-ups for their 401(K)it for Investment Advisors. This is a simple way for Registered Investment Advisors (RIAs), Third Party Administrators (TPAs) and other investment professionals to offer their business owner clients an affordable, high-quality retirement plan with minimal liability or risk.
The 401(K)it for Investment Advisors is a complete turnkey solution that offers a choice of three pre-established fund line-ups. VPA takes on the role of plan sponsor, and Apollo Wealth Management serves as the 3(38) Investment Manager, managing the investment lineup with discretion to make necessary changes.
You can view the specific fund line-ups below. For more information on the 401(K)it for Investment Advisors and other employee benefits that are available, visit VPA’s website.
VFIAX Vanguard 500 Index Admiral
VMCPX Vanguard Mid Cap Index InstitutionalPlus
NSRSX Neuberger Berman Small Cap Growth R6
RWIGX American Funds Capital World Gr&Inc R6
VASIX Vanguard LifeStrategy Income Inv
VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
VSMGX Vanguard LifeStrategy Moderate Gr Inv
VASGX Vanguard LifeStrategy Growth Inv
RRCTX American Funds 2020 Trgt Date Retire R6
RFDTX American Funds 2025 Trgt Date Retire R6
RFETX American Funds 2030 Trgt Date Retire R6
RFFTX American Funds 2035 Trgt Date Retire R6
RFGTX American Funds 2040 Trgt Date Retire R6
RFHTX American Funds 2045 Trgt Date Retire R6
RFITX American Funds 2050 Trgt Date Retire R6
RFKTX American Funds 2055 Trgt Date Retire R6
RFUTX American Funds 2060 Trgt Date Retire R6
RCBFX American Funds Corporate Bond R6
RANGX American Funds Strategic Bond R-6
61373 Metlife Stable Value
VFIAX Vanguard 500 Index Admiral
VIMSX Vanguard Mid Cap Index Investor
VEXRX Vanguard Explorer Adm
VWIGX Vanguard International Growth Inv
VASIX Vanguard LifeStrategy Income Inv
VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
VSMGX Vanguard LifeStrategy Moderate Gr Inv
VASGX Vanguard LifeStrategy Growth Inv
VTWNX Vanguard Target Retirement 2020 Inv
VTTVX Vanguard Target Retirement 2025 Inv
VTHRX Vanguard Target Retirement 2030 Inv
VTTHX Vanguard Target Retirement 2035 Inv
VFORX Vanguard Target Retirement 2040 Inv
VTIVX Vanguard Target Retirement 2045 Inv
VFIFX Vanguard Target Retirement 2050 Inv
VFFVX Vanguard Target Retirement 2055 Inv
VTTSX Vanguard Target Retirement 2060 Inv
VWEAX Vanguard High-Yield Corporate Adm
VBILX Vanguard Interm-Term Bond Index Adm
61373 Metlife Stable Value