Classic Capital partners with Advisors Access for institutional clients with plans that require a higher level of administrative service, such as the retirement plans of medium or large businesses.

Advisors Access is a service that assembles a team of expert providers necessary to manage every aspect of a retirement plan – investment advice, investment management, recordkeeping, and custodial services.

Classic Capital would be the lead advisor in the Advisors Access program, serving as the ERISA 3(21) Fiduciary Advisor to your plan. In this role, Classic Capital oversees all members of the Advisors Access Expert Team.

BAM Advisor Services would be your retirment plan’s designated 3(38) investment manager, taking on the responsibility and liability for monitoring the funds in your plan.

Participating recordkeepers include such highly regarded firms as Schwab Retirement Plan Services, Ascensus, First Mercantile, and others.

Participating custodians include TD Ameritrade, Matrix Financial Solutions, Charles Schwab & Co., and others. While the advisors to your plan are authorized to manage the plan’s assets, the assets are always held in plan name at the custodian. The custodian works for you, not your advisor, providing you important peace-of-mind about the safety and security of your plan’s assets.