Investment Flexibility

The Blue Pacific 401(k) open architecture platform offers access to the widest possible array of investment options—with no proprietary product requirements—allowing each plan sponsor and its advisor to choose what’s most appropriate for their given situation.  This flexibility enables The Blue Pacific 401(k) to now offer its retirement plan clients access to Exchange Traded Funds (ETF) from the industry’s leading providers.

The Blue Pacific 401(k) Solution

The Blue Pacific 401(k)  Solution provides a superior, low cost retirement plan solution for your employees with optimal “behind-the-scenes” support.  Using ETFs from the industry’s leading providers,  Blue Pacific portfolio managers have access to the key building blocks of a diversified asset allocation. Advisor-designed and advisor-managed portfolios will provide a hands-off option to your employees and help move them closer to their retirement goals.

The Blue Pacific 401(k)  offers ETFs 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, long/short dollar, yen, other currencies and double or triple long and short ETFs of several indexes.

Asset Allocation of Investment Dollars

The flexibility of Blue Pacific 401(k)  platform enables you to offer managed portfolios to your employees by having Blue Pacific create several different lifestyle or risk-adjusted portfolios for all participants—from senior executives to administrative staff—providing professional money management, strong investment options and improved diversification for all those interested.

Investment Options

 ▪ Spoiled With Choice:  Open architecture platform allows for any security or fund that trades in any US stock exchange to be included in the 401(k) investment options.  This is usually narrowed down to 15 - 20 fund selections.  In today’s market, this allows employers and employees to hedge against the current and future stock market, economy and inflation by investing long and short in commodities, currencies and equity indices through our managed portfolios. 

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 within The Blue Pacific 401(k), fund fees can be reduced due to the low expenses of ETFs.  Instead of paying high-fees to a mutual fund management company, you can now essentially use those fees towards a specialized active portfolio manager from Blue Pacific, which over sees and manages portfolios within The Blue Pacific 401(k).

Partner with Experienced Plan Administrators

▪  The Blue Pacific 401(k) is administered by RPG Consultants, a New-York based company with 26 years experience with low-cost 401(k) plan administration with no set-up costs and all fees paid through the program, allowing for no out-of-pocket costs by the employer.  Additionally, RPG Consultations boasts an impressive web-based interface for employers and employees that allow for easy account access, account management and comprehensive portfolio design tools. 

Partner with an Experienced Custodian

▪  The Blue Pacific 401(k) utilizes UBS Institutional to maintain custody of assets, a prestigious world-wide provider of institutional and private wealth management.

Partner with an Experienced Payroll Company

▪  RPG Consultants has a relationship with a Pro Payroll, a low-cost payroll company allows for bundled and seamless administration with The Blue Pacific 401(k).

A Detailed portfolio review at no charge, with no obligation, including reports on:
    Fiduciary Liability
    Fees
    Fund Selection
    ERISA & Dept. of Labor compliance filed

For a free consultation, please call 512-462-3704.