Current Groups & Plans – Updated 04/09/2015


The current IRA and 401K groups and plans for which we have active workbooks (as of 04/09/2015) are:

Schwab OneSource

  • Schwab PCRA


  • Home Depot
  • Woodforest Bank (Texas)


  • Exchange Traded Funds
  • Franklin Templeton
  • Oppenheimer-A Class Shares
  • Scottrade Rydex-I Class Shares
  • Guggenheim/Rydex-I and H Class Shares
  • MFS Funds
  • American Funds
  • Fidelity NSA (“No Strings Attached”)

Don’t see your group listed here? Join today and provide us the funds available in your group. We’ll build a custom list for your company or retirement plan.