The Pelion Blue 401(k) Advantage offers an extensive list of investment options, with automated administration on a convenient and easy-to-use platform. The seamless, real time trading platform includes self-directed and advisor-directed trading, access to independent investment advice, investment education and automatic rebalancing.
When a plan sponsor chooses the Pelion Blue 401(k) Advantage platform for their corporate retirement plan, they provide their participants access to more than 7,000 mutual funds, a Self-Directed Brokerage Option and independent investment advice.
Our institutional partners offer participants both a broad array of investment options and investment advice through the Pelion Blue 401(k) Advantage platform.
The Pelion Blue 401(k) Advantage is:
A one-stop shop for Investment Advice, Self-Directed Brokerage Accounts and Automated Plan Administration.