ManagedPlan’s fiduciary solution offers your advisors the
investment and pricing flexibility to sit on their client’s
side of the table.
The ManagedPlan Program includes:
State-of-the-art managed account platform
Fiduciary guidelines and support
Co-branded marketing materials for your firm and/or its
advisors 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
Comprehensive participant education and advisory services
support
State-of-the-art recordkeeping and administration
Dedicated support services
Compliance: Access to 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
State-of-the-art managed account platform
Internet based proposal generation
system