Broker Check

Deferred Compensation Rollover

The State Helped You Accumulate The Money Let Frank Snyder Help You Manage It

Frank understands the State of Illinois Deferred Compensation Program and can help with your choices.

He has helped countless Illinois State Troopers and Illinois State Employees with their deferred compensation Investments.

Retired or have you left service? Would you like to roll over all or part of your funds TAX FREE.  Become more diversified? Take a distribution and rollover the rest?  Frank Can Help.

When you were working and adding money each month your attitude may have been, “I have plenty of time and I will worry about it later?”  Now that you are retired you may want to take a more active approach.  Many people simply pick the one or two best growth funds.  This approach may have created a very volatile account that might not be suitable now that you are retired.

Have you already Retired? Frank can help you roll over the Deferred Compensation Plan TAX FREE into an actively managed advisor directed account.  Through proper diversification we may be able to reduce the volatility of your portfolio while providing competitive returns.

Professional Portfolio Management By Frank Snyder

Imagine having a portfolio built specifically for you with investments such as ETF’s, No Load Funds, Interval Funds, Stocks, and Closed End Funds.  With your input we create a custom diversified portfolio that aligns with your goals, risk tolerance, liquidity needs and time horizon. We sift through the thousands of available options and pick investments that we feel will provide you with the best returns based on your risk tolerance. 

Once the portfolio is built we will monitor these holdings and make adjustments based on current market conditions — so you don't have to.  You allow us the discretion to do what we feel is in your best interest. 

This portfolio can be created in a level fee wrap account.  All costs for management, custody & trading are included in a single transparent reasonable monthly fee.

Frank Snyder Offers the following Products & Services:

  • Deferred Compensation Rollovers "Tax Free"
  • Advisor Managed Accounts:  Fee Based Advisor Directed Account Utilizing ETF's, No Load Mutual Funds, Stocks, Bonds, REIT's, and Closed End Funds.  Advisor Assumes Fiduciary Responsibility.
  • 401(k) Rollovers
  • Investments
  • Mutual Funds, IRA’s: Traditional, ROTH, Sep and Simple, Tax deferred Annuities, Coverdell ESAs/529 College Plans
  • Life Insurance: Term, Whole Life, Universal Life, Variable Universal Life
  • Long-Term Care Planning 
  • Pre-Retirement Preparation
  • Home / Auto Insurance

Find out why hundreds of active and retired Illinois State Troopers have chosen Frank Snyder.

Please be sure to speak to your advisor to carefully consider the differences between your company retirement account and investment in an IRA.  These factors include, but are not limited to changes to availability of funds, withdrawals, fund expenses, fees, and IRA required minimum distributions. Diversification and asset allocation strategies do not assure profit or protect against loss.