✓ theTicker® provides retirement investors with comprehensive fee analysis and audited performance transparency for all tax qualified plans, including 401ks, IRAs and HSAs. For the first time, retirement investors have a step-by-step factual data process to make an informed choice about who manages their retirement savings, measured against industry benchmarks and established regulatory safeguards.
An innovative, independent eLearning process, available for the first time using publicly available software, ✓ theTicker provides techniques to access professional analyst ratings of retirement products from research firms such as Morningstar, as well as direct links to audited performance of money managers at the SEC (Securities and Exchange Commission), to provide complete transparency as to fees and performance.
✓ theTicker provides the option, for the first time, to IRA investors and small business SEP and SIMPLE Plans, the step-by-step process to go DIRECT, eliminating the financial intermediary and the broker-dealer platform. This alternative presents costs savings estimated at 3% annually, elimination of cyber-security risks and increased level of fiduciary protection, without retirement funds held in brokerage accounts mandating industry-sponsored mandatory arbitration.
✓ theTicker gathers together the SEC filings, analyst information and research which the busy retirement investor needs to select the best money manager with confidence.
✓ theTicker provides a roadmap for investors, based on factual industry criteria, and offers the transparency needed to make an informed choice.