Destel Bergen Corporation
Plan Investments

Pooled Accounts

Participant-Directed
Accounts

Investment Partners

Qualifying Employer
Securities

Non-Conventional
Investments

Plans

This section is a review of different types of investment structures and options that can be utilized by a retirement plan. As a plan sponsor, you will be responsible for setting up an investment program that will best suit your needs and the needs of plan participants. This can be a difficult decision, depending on various items, such as plan design, personal preferences, and employee investments sophistication.

At Destel-Bergen Corporation we think it is important that you be able to choose an investment program that best fits your needs and comfort level. Whether it is a pooled account managed by your investments advisor, a participant directed investment program or alternative investments, we want you to have the freedom to create the investment program that is right for you.


Destel-Bergen Corporation Retirement Plan Consultants | 707.736.6937 | e-mail: info@destel.com
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