ManagedPlan’s fiduciary solution offers you the investment and pricing flexibility to sit on your client’s side of the table.

The ManagedPlan Program includes:

  Choice of Premier Money Managers Acting as Investment Fiduciaries

  Fiduciary Guidelines and Support

  6 Step Sales Process

  Marketing Materials
      Internet Based Proposal Generation System
      Brochures to Market Your Services to 401(k), 403(b) and 457 Plans
      Sales and Enrollment Presentations

  Online Real-Time Access to Plan- and Participant-Level Data and Reports

  Dynamic On-line Risk Tolerance Questionnaire

  Investment Policy Statement

  Comprehensive participant education and advisory services

  State-of-the-art recordkeeping and administration

  Dedicated individuals provide you with the support you need

  Tailored training program to get you started on the right path

  Choice: With ManagedPlan you and your client select the Plan's investment manager and      you set your own fees

  Compliance: Access to our In-house ERISA Attorneys

If you are interested in more information about ManagedPlan, please e-mail or call Jim Marx, National Sales Director at 866-486-1202.

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