We are here for you: An update from Flexible Plan

Despite the current circumstances surrounding COVID-19 (“coronavirus”), we continue to be committed to providing our clients and financial associate partners our usual high standard of service while also providing for the safety of our employees. To that end, we have asked nearly all of our employees to work from home. Their absence from the premises will allow us to provide more “social distancing” for the handful of remaining workers. We have also suspended travel.

Here is some other information you should know:

  • All levels of our operations—including client service, trading, investment management, and sales support—remain uninterrupted and continue to function at the highest levels.
  •  We have prepared and equipped our teams with the best tools to work from any location. This allows us to protect our employees and their families while maintaining business continuity during these turbulent times.
  •  Our technical expertise continues to support the quantitative, dynamic, risk-managed investment services you’ve come to expect for your portfolios in the financial markets.

With our suspension of travel, may we suggest a virtual meeting? We have all of the necessary resources and can help you make it happen. Simply use the following link, and we will take care of the rest: https://flexibleplan.as.me/Sales. Or just give us a call at (800) 347-3539.

Thank you for your continued trust and confidence in Flexible Plan. Be safe.

Do business quickly, securely, and from anywhere with DocuSign

Flexible Plan Investments (FPI) now supports DocuSign for electronic delivery of its new account paperwork at E*Trade Advisor Services.

To use DocuSign, simply create our standard Client Agreement/Investment Management Agreement through our website at flexibleplan.com. Select the “Send for electronic delivery” button when setting up new account paperwork at E*Trade Advisor Services. An electronic envelope containing your paperwork will be delivered to you and your client to sign using a digital signature that you and your clients choose. After all signatures are received, the envelope will be automatically sent back to Flexible Plan Investments. It’s that easy.

Log in to start.

Fusion Prime Longevity Fee Credit Program

Clients who maintained the minimum balance requirements and are invested in Fusion Prime will receive a 5% fee credit based on the quarterly gross fee of the Fusion Prime account. This fee credit will be paid in the form of a Visa gift card. Clients eligible for the Fusion Prime Longevity Fee Credit Program received a letter earlier this year advising them of their eligibility. Eligible clients must register at www.flexibleplan.com/fusionprime. The deadline to register for the first-quarter 2020 credit is April 15, 2020. The fee credit will be issued after the registration deadline.

First-quarter statements

First-quarter account summaries and OnTarget statements are scheduled to be delivered in the coming weeks. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com to verify that we have your current email address in our system. If you haven’t already done so, you can contact Client Services at 800-347-3539, ext. 1, to set up e-delivery.

E*Trade Advisor Services clients: Sign up for e-statements and avoid fees

Sign up for e-delivery of your quarterly statements to avoid a quarterly $5.00 print and delivery fee from E*Trade Advisor Services. Signing up for e-statements helps the environment, reduces clutter, and allows you to access and store your statements safely and securely online. Simply log in to sign up.

Even lower fees for QFC strategy investors

We’re excited to announce our new fee policy for investors with at least $150,000 invested in Quantified Fee Credit (QFC) strategies or at least $100,000 invested in Turnkey QFC strategies. Under this policy, we will waive 100% of the Flexible Plan Investments portion of the advisory fee on QFC strategies in excess of the subadvisory fees paid by the funds used in your account. Look for more information on the new policy in this quarter’s President’s Letter.

E*Trade change to transfer-out procedure

E*Trade Advisor Services now requires an original Medallion Signature Guarantee for all transfer-in-kind requests received outside of the ACATs system. In addition, all transfer-in-kind requests received via the ACATs systems will now be processed for transfer to new custodians. Accounts will only be sold to cash upon request. Requests to discontinue management prior to sending a transfer request will stop management services only and the account will remain in the last managed positions.

If you have any questions, please contact our Client Services team at 800-347-3539, extension 1.