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