At Mosaic Pacific, our goal is to consistently provide added value to your 401(k) or 403(b) retirement plan.
A fiduciary on your side
Mosaic Pacific is willing to act as an ERISA 3(38) Investment Manager to your retirement plan; the highest level of fiduciary assistance a plan sponsor can receive. We will also seek to educate the plan sponsors on their fiduciary obligations and educate participants on financial planning for retirement.
Portfolios are constructed on Charles Schwab's mutual fund marketplace in which we have access to over thousands of no-load options. We have no incentive to recommend one fund over another. Our interests are aligned with those of the plan and its participants.