Bank of America | Home | Personal. American Express Credit Cards, Rewards, Travel & Business Servic. Kitco - Gold Precious Metals - Buy Gold Sell Gold, Silver, Plati. Investment Account(s) - Guidant Financial Group, Inc. Guidant Financial Group, Inc. and your designated outside counsel have discussed with you the requirement of setting up investment/brokerage accounts for each participant of your Corporation’s 401(k) Plan. Now that you have completed the step of establishing your Corporation and 401(k) Plan checking accounts, we are providing the following information to tell you more about the investment account requirement and to assist you in getting started on this step.
Step 1-Determining Your Responsibilities: It is important you understand that as Trustee/Custodian of your Corporation’s 401(k) Plan, you, not Guidant Financial Group, Inc., are responsible for all investment decisions made, including, but not limited to determining the appropriateness, potential and quality of the investment strategy you choose. Remember, the 401(k) Plan and IRS rules require the Trustee of a retirement plan to be a prudent investor and invest responsibly. Step 2-Choosing A Brokerage Firm: Online Trading, ETFs, Mutual Funds, IRAs & Retirement - Fidelity.