Intelligent Investment

Retirement Solutions

Why AXIM Managed Retirement Solutions (AMRS)

A high quality 401(a) retirement plan…

Demonstrates you care about and value your employees wanting to provide a means for them to plan for their future. Not only will it help attract and retain employees, it’s also one of the lowest-cost, highest-yielding benefits and employer can offer.

AXIM Managed Retirement Solutions (AMRS)

Greater Choices, Tailored Investment Solutions, Actively Managed Models, & Lower Fees

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Recruitment:

51% of full-time employees said they’d prefer a position with excellent retirement benefits and minimum salary requirements vs. higher salary and poor retirement benefits.

Offering a high quality 401(a) plan will attract highly skilled candidates to your firm and perhaps even compensate for a smaller starting salary.

Retention:

64% of full-time employees whose employer doesn’t offer a retirement plan said they would leave their current employer for and identical position with a similar employer that offered one.

With median job tenure being approximately 5 years, a 401(a) plan will help you retain your valuable employees.

AMRS Advantages

Low-Cost Investment Choices:

AMRS’ plans enjoy the lowest cost, most widely spanning investment line-up possible using any combination of Mutual Funds and ETFs.
AMRS Advantages

Dedicated Account Manager:

You and your client will have a dedicated account manager for the life of the plan. They will help you through plan establishment, first-funding and any support you need going forward.
AMRS Advantages

Custom Investment Line-up:

The flexibility to build your own investment line-up from a wide selection of funds or have AMRS’ investment partners build a lineup for you.
AMRS Advantages

Employee Education:

Our website offers a range of tools and wizards to help participants with retirement planning and investment education. Use these tools to work with participants and prepare them for retirement.
AMRS Advantages

Employee Support:

Participants can contact AMRS’s support group via telephone 6am-5pm PST and via email or chat anytime.
AMRS Advantages

Employee Engagement:

Employees will be able to utilize AMRS’ easy-to-use online portal to make changes to their investments, update beneficiary information, and otherwise fully engage with their retirement benefit.
AMRS Advantages

Global Dashboard:

Use AMRS’ online dashboard to monitor all your plan, make changes, and drill down to view participant level details.
AMRS Advantages

Transparent Fee Structure:

AMRS plans are built from the ground up, with more than 25 fiduciary selected fun choices along with 5 actively managed risk-based models.
AMRS Advantages

Actively Managed Models

AMRS is built from the group up, with more than 25 fund choices and 5 actively managed risk-based models

AMRS Advantages

Low-Cost Investment Choices:

AMRS’ plans enjoy the lowest cost, most widely spanning investment line-up possible using any combination of Mutual Funds and ETFs.
AMRS Advantages

Dedicated Account Manager:

You and your client will have a dedicated account manager for the life of the plan. They will help you through plan establishment, first-funding and any support you need going forward.
AMRS Advantages

Custom Investment Line-up:

The flexibility to build your own investment line-up from a wide selection of funds or have AMRS’ investment partners build a lineup for you.
AMRS Advantages

Employee Education:

Our website offers a range of tools and wizards to help participants with retirement planning and investment education. Use these tools to work with participants and prepare them for retirement.
AMRS Advantages

Employee Support:

Participants can contact AMRS’s support group via telephone 6am-5pm PST and via email or chat anytime.
AMRS Advantages

Employee Engagement:

Employees will be able to utilize AMRS’ easy-to-use online portal to make changes to their investments, update beneficiary information, and otherwise fully engage with their retirement benefit.
AMRS Advantages

Global Dashboard:

Use AMRS’ online dashboard to monitor all your plan, make changes, and drill down to view participant level details.
AMRS Advantages

Transparent Fee Structure:

AMRS plans are built from the ground up, with more than 25 fiduciary selected fun choices along with 5 actively managed risk-based models.
AMRS Advantages

Actively Managed Models

AMRS is built from the group up, with more than 25 fund choices and 5 actively managed risk-based models