What is the NextPhase™?
The NextPhase™ members stay on with Open Access after leaving their current employer. Our plan members can choose to stay with us for life.
Review the NextPhase™ Group Member Booklet (PDF)
Becoming a NextPhase™ Member
Continue to benefit from all the features you have come to expect as an Open Access plan member. By joining the NextPhase™ Group plan, you will continue to receive professional investment management on a fiduciary basis, competitive fees and retirement planning support.