Symetra Sales Center
1-800-706-0700
invest@symetra.com
Call for a Proposal or with any questions.
Weekdays
6 a.m. to 5 p.m. (PT)
9 a.m. to 8 p.m. (ET)
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For nearly 40 years, Symetra has helped thousands of companies offer successful retirement plans to their participants. Our commitment, along with retirement plan expertise and dedicated service, have made us an industry leader.
Product Description
- Only nonproprietary funds. Symetra's program has no requirements for investment in certain fund families, as those required by plans with proprietary funds.
- Open architecture. Partner with plan sponsors to select the funds that are right for their plan from a universe of 100-plus funds.
- Low costs. Our plans are designed for cost-conscious businesses and feature a transparent plan administration fee structure.
- Third party fund selection and due diligence. An independent registered investment advisor (RIA) selects and monitors the mutual funds on our platform, giving your client and you a trusted third party opinion.
- Fiduciary guarantees. Our President's Fiduciary Guarantee gives your client and you the confidence of having fiduciary protections surrounding fund selection.
- Dedicated support. A dedicated account representative and professional staff support your client and you.
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Fiduciary Responsibility [+]
Symetra has partnered with Mesirow Financial to provide plan sponsors with co-fiduciary protection. As a Registered Investment Advisor, Mesirow offers fund selection, monitoring, and asset allocation services. Their innovative methodology centers on selecting funds that can enhance performance while staying true to the plan's investment strategy and asset allocation policy. Their step-by-step selection process is:
- Analyze the funds that comprise the universe of investment options.
- Apply quantitative analysis to classify funds into peer groups to identify those that have consistent style and can add excess return while controlling excess risk.
- Determine preliminary list of selected funds categorized by asset class.
- Perform qualitative review of fund managers using detailed questionnaires, manager interviews and holdings analysis.
- Develop Mesirow Elite List, consisting of pre-selected investment options.
As experts in fund selection and asset allocation, Mesirow is confident in their recommendations and agrees to share fiduciary responsibility with the plan sponsor with respect to the investment selections on the Mesirow Elite List.
See the Plan Sponsor site for more details on our plans' fund options as selected by Mesirow.
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Symetra 401(k) retirement programs are available in all U.S. states and no U.S. territories.
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Mutual funds are sold by prospectus. Before investing, carefully consider the investment objectives, risks, charges and expenses. This and other information is contained in the prospectuses. Please call or write your Registered Representative or Symetra for free copies of the prospectuses and read them carefully before investing.
All securities are subject to market risks, including the potential loss of principal invested. Variable annuities are specifically suitable for long-term investing.
ShareBuilder® is a registered trademark of ShareBuilder Corporation. ShareBuilder Securities Corporation, a registered broker/dealer, is a subsidiary of ShareBuilder and a Member NASD/SIPC.
While non-qualified annuities offer the added benefit of tax deferral, in the case of qualified annuities, the tax deferral is provided by the retirement plan itself. The investor should focus on the benefits offered by a variable annuity to assess if a variable annuity is right for them. Annuities are issued by Symetra Life Insurance Company. Distribution of the mutual fund retirement program is provided by Symetra Investment Services, Inc., 1-800-469-7667. Both companies are located at 777 108th Ave. NE, Suite 1200, Bellevue, WA 98004-5135.
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