The Blue Pacific 401(k) Solution

Blue Pacific provides low cost 401(k) and other retirement plan solutions for you and your employees with optimal “behind-the-scenes” support. Bryan Bourgeois has access to the key building blocks of a diversified asset allocation with no proprietary product limitations. Advisor-designed and advisor-managed portfolios will provide a hands-off option to your employees and will help move them closer to their retirement goals.

The Blue Pacific 401(k) offers investment choices from all U.S. equity markets, international equity markets, fixed-income markets, REIT markets, commodity markets and currency markets. This includes common stocks, preferred securities, inflation-protected securities, gold, silver and foreign currency funds.

Professional Asset Managed Portfolios

Leave It To The Pros: Managed Portfolios within The Blue Pacific 401(k) allow you and your employees the option of selecting Blue Pacific Aggressive Portfolio or Blue Pacific Conservative Portfolio that is managed by our dedicated portfolio managers, where we utilize proven software trend programs, index-timing software, technical analysis, fundamental analysis and other strategies that mitigate risk and increase return. In addition, automatic asset reallocations can also be utilized.

Low-Cost and Transparent Fees

Lower Fees = Higher Returns: By utilizing ETFs and low-cost funds within your 401(k), expense fees may be reduced, allowing you to accumulate more assets over time. For example, by saving 1.5% annually over a 20 year period could increase your account value by 17%.*

*Source: www.ishares401k.com

Below is comparison of the Blue Pacific 401(k) Solution to a Traditional 401(k)

We offer a detailed portfolio review at no charge, with no obligation, including reports on:

• ERISA & Dept. of Labor compliance filed
• Fiduciary Liability
• Fund Selection
• Fees

For a free consultation, please call (512) 462—3704.