Service and support
Company Retirement Account
A Company Retirement Account, or CRA, is an investment-only brokerage account that holds the assets of an existing employer-sponsored retirement plan. It can provide greater investment flexibility than a traditional retirement plan platform, while the plan’s designated service providers continue to handle administration, reporting, and compliance.
Benefits and Features
- 2 account structures: Plan assets may be held in one master trust account or in separate participant accounts.
- $0 minimum opening deposit
- $0 account-opening or maintenance fees: Advisory fees, investment expenses, transaction charges, and plan-administration costs may still apply.1
Our Role
Global Advisers provides ongoing advice and professional management for the investments held within the account. Our services may include:
- Developing an investment strategy based on the plan’s objectives
- Selecting and managing plan investments
- Monitoring performance, risk, and expenses
- Rebalancing the portfolio when appropriate
- Coordinating with the plan’s custodian and administrator
The underlying retirement plan must already be established, and its governing documents must permit the account and selected investments. Plan fiduciaries remain responsible for operating the plan in the interests of its participants and beneficiaries. 2
1 Charles Schwab, Company Retirement Account.
2 U.S. Department of Labor, Fiduciary Responsibilities.
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