Zacks Investment Management

Wealth Management Group

Retirement Plan Solutions

Raise the standards of your 401(k) plan with Zacks

Strategic and focused
Zacks meets your participants' retirement goals without the overwhelming number of mutual fund choices typical of most 401(k) plans.
Zacks Investment Management, a firm dedicated to providing first-class service to 401(k) plan sponsors and their participants, is the world's leading expert on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S.

Zacks Retirement Plan Solutions brings the investment management expertise of Zacks together with the best-in-class recordkeeping and administrative capabilities of Alliance Benefit Group Carolinas provide your small-to-mid sized company an innovative 401(k) plan you can be proud to deliver to your employees.

The Separately Managed Account structure of Zacks' 401(k) offering is extremely unique in the defined contribution arena in that it represents a first for the average American worker who will now have access to genuine professional private money management; something normally reserved for wealthy individuals and highly compensated executives.

Our objective is to ensure your success in managing your 401(k) plan. The most vital component to this is ensuring a high level of employee participation and contributions. Zacks will customize the design of your plan to include features such as automatic enrollment, escalating savings, and unique, continuing education sessions to help you achieve a high level of participation.

It is time you raise the standards of your 401(k) plan with Zacks.

For Inquiries about the Zacks Retirement Plan Solutions, please contact Andrew Zimmer at 888-600-2783 x 235. Or request more information today.