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3 Steps to Rollover
Your 403(b):
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1. |
Open a
403(b) account (Click
here.) |
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2. |
Transfer
your 403(b) (Click
here.) |
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3. |
Send forms
#1 and #2 to the |
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address on
the forms. |
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To rollover
your 401(k)
click here. |
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This fund
is available direct from Unified (see steps above), or at
Scottrade and TD Waterhouse/Ameritrade. |
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Need help
with the forms? Please call or email us at:
Phone: 800-238-7701
Email:
info@thearcherfunds.com |
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FREE
SPECIAL REPORT |
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The
Top 5 Retirement Bloopers Kentucky Educators Make With Their
403(b) Retirement Plans
In this free report I lay out the top 5
retirement mistakes I've seen educators make after
working with over 100+ on their retirement planning.
To Receive Your
Free
Special Report Now:
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You should carefully
consider the investment objectives, potential risks,
management fees, and charges and expenses of the Fund before
investing. The Fund's prospectus contains this and other
information about the Fund, and should be read carefully
before investing. There is no guarantee the Fund will
achieve its stated investment objective. You may obtain a current copy of the
Fund's prospectus by calling (800) 238-7701 or by downloading
one online at
www.thearcherfunds.com |
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Distributed by:
Unified
Financial Services, Inc.
2960 N.
Meridian St., Suite 300
Indianapolis, IN 46208
(Member
FINRA)
P.O. Box
6110
Indianapolis, IN 46206
(800)
238-7701 |
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If you are looking for a
mutual fund or money manager, you should ask:
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Does the
manager have his own money invested in the fund?
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Does the
manager have at least five years experience? And do
those years include a bear market?
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Are the
expenses of the fund in line with the strategy?
The Archer Balanced Fund answers "YES" to each question.
The S&P 500 and Lehman
Aggregate Bond Index (LABI) are unmanaged indices. The
S&P 500 and LABI are widely recognized indices of equity and
bond prices and is representative of broader markets and range
securities than in found in the Fund's portfolio.
Individuals cannot invest directly in the Index.
The VIEW the Performance Data on THE ARCHER FUND, Click here |
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