ManagedPlan is the retirement program that offers direct
access to comprehensive, managed account programs maintained
by a selection of independent investment managers,
each with a distinct investment philosophy and history of
performance. ManagedPlan isn’t another recordkeeper-sponsored
wrap program, but a true managed account platform offering
a clear choice of independent (unrelated) investment managers
(with combined assets under management of over $8 billion)
to sponsors of defined contribution plans and programs (401(k),
403(b), 457, profit sharing plans and individual retirement
arrangements) for investment by Plan participants.
For plan sponsors, ManagedPlan offers
independent fiduciary services, strict adherence to Investment
Policy Statements, full fee disclosure and offset of mutual
fund fees, state-of-the-art recordkeeping and dependable
third party administration.
Learn More:
Why ManagedPlan is Designed to Meet the Needs of Today’s
Retirement Plan Sponsor
For plan participants, ManagedPlan’s managed
accounts offer professional investment management, instant
asset allocation, diversification and rebalancing and a
dynamic on-line risk tolerance questionnaire designed to
offer plan participants a clear way to determine the appropriate
investment portfolio based on more than just age or investment
horizon.
Learn More:
Comprehensive Participant Services
For retirement plan advisors, ManagedPlan
offers a fiduciary solution that allows you to sit on the
same side of the table as your client with no funds to push
and no hidden agenda.
Learn More:
ManagedPlan Program: Meeting the Needs of Retirement Plan
Advisors
Comprehensive Services to Address and Reduce Fiduciary Responsibility
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