Employee Benefits

No-Load Investments: The ACEC Retirement Trust offers discounted investment options. All investments offered through your employer’s retirement program are offered at net asset value (NAV). Institutional share classes are available on selected funds. The benefit is cost savings. By using low cost funds, your portfolio has the opportunity to build faster.

Open Investment Architecture: The Trust has the ability to choose from a variety of different fund families. Current fund families include: Pimco, American Funds, Vanguard, Jennison-Dryden, Columbia, Aim, and Dreyfus. The benefit to you is that you get “Best in Class” investments.

Financial Planning: Comprehensive financial planning is available to plan participants at no additional cost. Wells Fargo Advisors have over 50 years of financial consulting experience. We focus on retirement planning for individuals as well as companies. Services include retirement planning, wealth management, estate and tax planning, asset protection and more.

Customized Education: Targeted participant education materials are available to all plans at no additional cost. Enrollment in an employer sponsored plan can be completed online or by using a customized enrollment booklet. On-Site educational and enrollment sessions are available.

GoalMaker Asset Allocation Program: Professional asset allocation modeling based on portfolios by Morning Star Associates, LLC. GoalMaker is a free and easy-to-use program that takes the guesswork out of choosing an investment mix.

Participant Website: Account information, self-service capabilities, tools, calculators, online statements and more. Click here for the Participant Website.