Choose from over 8,000 mutual funds

With Prime Plan, you can select from the worlds’s most sought after no-load and load-waived mutual funds including single fund families from every major asset class. This includes Aggressive Growth, Balanced, Bond Funds, Foreign, Growth & Income, Mid-Cap, Small Company, Specialty and more.

Should you prefer professional guidance, you may consult with your Tax Shelter Specialist for appropriate asset allocation suggestions and investment ideas whenever you need to.

No surrender or withdrawal charges

No-load and load-waived mutual funds provide no front-end costs. Therefore, your entire investment goes to work for you immediately. Furthermore, there are no surrender or early withdrawal charges, so you can exchange between funds at any time without incurring a cost.

No minimum contribution

There are no minimum contribution requirements so you can contribute the amount that fits your budget.

An easy-to-read consolidated statement

Each quarter you will receive a single, detailed consolidated statement highlighting your holdings, their performance, and a graphic portfolio summary. In addition, you will also receive a regular monthly statement.

You pay only an annual administrative fee

This is a fee-for-service plan. The fee assessed against your account for record-keeping, reporting and investment recommendations is a percentage of assets plus a $50 per year administration fee. Fees are deducted monthly from the account (1/12 of the asset-based fee).

It’s easy to get started

Just call your Tax Shelter Specialist to set up a Prime Plan Account for you. After all, you work hard for your money. Isn’t it about time your money worked hard for you?