PFS Investments' 401(k), 403(b) and 457(b) plan offerings are individual and employer-sponsored retirement plans that grant employees the opportunity to contribute a portion of their salary on a tax-deferred basis into investment vehicles, such as mutual funds and annuities.
PFS Investments' 401(k) Providers:
Preferred plan providers:
- ADP
- American Funds
- CUNA Mutual
- Equitable
- Fidelity Advisors
- Paychex
- PCS Retirement
- July Services
- Voya
PFS Investments' 403(b) Providers (K-12 schools, colleges, churches, hospitals, etc.):
- Aspire
- Equitable
- Any of our approved mutual fund partners that have been approved as an investment option in a non-ERISA 403(b)7 plan
PFS Investments' 457(b) Providers:
- Aspire
- Equitable
- PCS Retirement
Investments in annuities are not FDIC insured or bank-guaranteed and may lose value. Guarantees offered in fixed annuities are subject to the claims paying ability of the issuing insurance company. Variable annuities are sold through PFS Investments Inc. and are subject to market risk, including the possible loss of principal.
Variable annuities are sold by prospectus only.
All investments are subject to risk, including the loss of principal. It is important to remember that there are risks inherent in any investment and that there is no assurance that any money manager, mutual fund, asset class, style, or index will provide positive performance over time.
Investors should carefully consider the investment objectives, risks, charges, fees, and expenses before investing. This and other important information can be found in the product prospectus and/or summary prospectus, which may be obtained by calling the product provider or visiting the product provider's website.
