The Value Proposition |
At Mosaic Pacific, our goal is to consistently provide added value to your 401(k) or 403(b) retirement plan.
01
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.
Department of Labor Fiduciary Fact Sheet
02
Tailored investment solutions
Our investment committee of four investment professionals with over 100 years of combined experience creates a process to select and monitor diversified portfolios for your plan.
03
A truly independent and open architecture
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.