a.d. vallett | capital management screened literally thousands of mutual funds. We're happy to announce that All-Star is composed of an actively monitored, diversified, non-proprietary core lineup with ongoing due diligence covering 23 fund families. This ongoing due diligence process is how we help you with your fiduciary responsibility and liability. Let's talk participants. Here's how we satisfy every type of investor:

Have someone else invest for me:
Choose from 5 risk-based managed portfolios.

I'd like to invest on my own:
The self directed brokerage account is the answer for participants who want to go it alone and invest in options not available in the plan.

Our goal is to achieve high quality for low cost with complete transparency. It's your money and your participants' money, and we know you need to know how it's being spent as part of your fiduciary responsibility. The biggest expense in a plan is often the investment expenses. All-Star is happy to boast the return of all plan expense payments to offset these fees, driving the net average expense ratio down to a low 0.52%.* Our absolute full-fee disclosure, annual review of fees, and fee payment flexibility top off the low-cost administration fees.

The participant and plan sponsor experience are of utmost importance to us. You're taking the time and energy to provide a good plan, and we want to make sure it runs as smoothly as possible for you and your employees. We employ the state-of-the-art technology of a large company with the personal attention of a small company. All-Star operates with a dedicated plan administrator to assist with all administration and recordkeeping. Participants enjoy a seamless integration of their data, website, and VRU, and the participant website is designed to provide the tools and education they need to make researched decisions. The plan sponsor website is easy to use and has reporting capabilities so you can better understand what is going on in the plan to help fulfill your fiduciary responsibilities. Our concierge service, answered by a qualified live voice, is extended to all plan participants with investment questions.

Fiduciary support is usually the most overlooked part of the plan, and yet one of the most important. At the end of the day, the law says you have to meet specific guidelines. All-Star has a documented process in place to assist trustees in performing their fiduciary duties required by ERISA and to help protect trustees from fiduciary battles. That process includes: ongoing fiduciary due diligence for funds, Investment Policy Statement, documenting all fiduciary meetings, and assistance in meeting 404(c) requirements. Finally, the systematic review of all plan aspects helps to ensure the plan meets the needs of the company sponsoring it and is in the best fiduciary interest of the participants.

a.d. vallett | capital management screened literally thousands of mutual funds. They're happy to announce that All-Star is composed of an actively monitored, diversified, non-proprietary core lineup with ongoing due diligence covering 23 fund families. One of our options is FDIC insured. Here's how we satisfy every type of investor:

Have someone else invest for me:
Choose from 5 risk-based managed portfolios that we actively manage.

I'd like to invest on my own:
The self directed brokerage account is the answer for participants who want to go it alone and invest in options not available in the plan or allow you to direct their funds.

The All-Star goal is to achieve high quality for low cost with complete transparency. The biggest expense in a plan is often the investment expenses. All-Star is happy to boast the return of all plan expense payments to offset these fees, driving the net average expense ratio down to a low 0.52%.* Our absolute full-fee disclosure, annual review of fees, and fee payment flexibility top off the low-cost administration fees. You simply add on your investment advisory fee.

The participant and plan sponsor experience are of utmost importance to us and we want to make sure it runs as smoothly as possible. We employ the state-of-the-art technology of a large company with the personal attention of a boutique firm. All-Star operates with a dedicated plan administrator to assist with all administration and recordkeeping. Participants enjoy a seamless integration of their data, website, and VRU, and the participant website is designed to provide the tools and education they need to make researched decisions. The plan sponsor website is easy to use and has reporting capabilities so you can better understand what is going on in the plan to help fulfill your fiduciary and education responsibilities. Our website has fantastic tools to help with reporting and assisting in managing the plan. Depending on how your business model is set up, we can guide participants with questions to you and even brand their website with your information.

Fiduciary support is usually the most overlooked part of the plan, and yet one of the most valuable to your clients. All-Star has a documented process in place to assist trustees in performing their fiduciary duties required by ERISA and to help protect trustees from fiduciary battles. That process includes: ongoing fiduciary due diligence for funds, Investment Policy Statement, documenting all fiduciary meetings, and assistance in meeting 404(c) requirements. Finally, the systematic review of all plan aspects helps to ensure the plan meets the needs of the company sponsoring it and is in the best fiduciary interest of the participants.