American Investment Services, Inc.

Disciplined, Diversified, & Cost Effective

Retirement Plans

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The financial presshas recently discovered that low-cost index funds are the prudent choice for 401(k) plans (see More Index Funds Sought for 401(k)s in the 7/18/09 Wall Street Journal). This is not news to AIS -we have been a steadfast proponent of this approach in our retirement plan services.

Plan sponsors meet with little resistance from participants when they change plan options to these types of funds. Make sure that you have the best plan in place and contact the AIS Retirement Plan Services Department for an individual proposal and/or illustration that includes a side-by-side comparison with your current plan and investment options. There is nothing to lose; AIS provides plan illustration and proposals free of charge and with no obligation.

Sole proprietors and self-employed individuals have more flexibility in plan design and options. However, choosing the right plan can be a challenging task. Our Retirement Plan Services Department can help. Click on the Sample Illustrationfor Sole Proprietor link belowtoseean example of theillustration we can provide.

pdf-transSample Illustration for Sole Proprietor

Just click on the Plan Illustration link below for a proposal data request package or an illustration request package to begin the review of your existing plan, or to examine which type of plan is right for your business if you are considering starting a new plan.

 

For more information about our retirement services for plan sponsors please contact AIS at 888-528-1216.

American Investment Services, Inc. (AIS) is an SEC Registered Investment Adviser* founded in 1978.

AIS is a wholly-owned subsidiary of:

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Disclaimer

*Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training.

The information provided does not constitute investment or tax advice and it should not be relied on as such. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor. It should not be considered a solicitation to buy or an offer to sell a security. All material has been obtained from sources believed to be reliable. There is no representation or warranty as to the accuracy of the information and AIS shall have no liability for decisions based on such information.

Any mention of commercial products or reference to commercial organizations is for information only; it does not imply recommendation or endorsement by AIS nor does it imply that the products mentioned are necessarily the best available for the purpose.