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Managed Account Solution

Grow Your Business With a Managed Account Service

Offer an affordable, personalized experience to help your clients’ employees get ready for

retirement

Many prospective retirement plan clients are looking for an in-plan solution for their employees that makes saving for retirement easier. Advisors like you may be looking for an offering that supports and complements your value. A managed account can help. 


Unlike the popular target date funds, a managed account offers a personalized employee experience that considers the employee’s date of birth, expected Social Security benefit, retirement age, gender, salary, balance, contributions and retirement needs. More importantly, employees can also add outside assets, spending needs and where they plan to retire for a more tailored experience. From this, they get a savings rate recommendation and personalized investment allocations. The service also takes care of automatic rebalancing for them, annually and/or if their situation or the market changes. 

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