Retirement Plan Services

Company Retirement Account

A CRA (also known as a “pension trust”) holds your plan’s assets, gives you expanded investment options, and lets you access custom retirement planning tools, research, and resources.

2

Account structures available

$0

Minimum opening deposit

24/7

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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Get Started

Ready to open a Company Retirement Account?

Let’s Talk
800.832.8514

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