Global Tradez
Financial service provider · Financial advice · Investment advice
10200 Waterville St, 43571 WhitehouseOBS delivers this solution so that the solution is truly your qualified plan offering. All collateral carries the financial institution's brand including: cost and performance custom comparisons, proposals, and a website in which sponsors, advisors, administrators, and participants can use to manage the plan. The website is a simple yet robust designed web interface designed with plan sponsors in mind. Turn-key: The entire qualified plan solution is completely turn-key and operates without the need for constant intervention and monitoring. Third-party Administrators (TPA) are priced as part of the package but can be replaced with a TPA of the advisor's choice. The steps for offering this product are outlined below:The process begins with the advisor providing OBS with a 1 page proposal request sheet. Within 3 days the advisor will receive a detailed comparison between the plan sponsor's current plan and your proposed plan. The advisor will also receive a private-label color presentation and letter of intent for the sponsor to sign. At the advisor's discretion, an OBS representative, our record-keeper, and/or TPA can be available to help present the proposed plan to the plan sponsor, and assist in plan design. Rollout and implementation over 30 day period. OBS's record-keeper and TPA does all the "heavy lifting", while the advisor coordinates enrollment of the participants.
10200 Waterville St., 43571 Whitehouse
Financial service provider · Financial advice · Investment advice
10200 Waterville St, 43571 WhitehouseFinancial service provider · Financial advice · Investment advice
10210 Waterville St, 43571 Whitehouserestaurant · Pizzeria
10315 Waterville St, 43571 Whitehouse