Why Offer Managed Accounts
Managed mutual fund accounts are emerging as the solution for participants intimidated by the investment choices in participant-directed plans.

Ongoing Account Maintenance
ManagedPlan’s Investment Managers typically allocate a client's assets among various mutual funds and other investments.

True Open Platform
ManagedPlan offers Plan sponsors and Plan participants access to a platform of independent investment managers.

Mutual Fund Fee Recapture
The ManagedPlan Program involves the investment of Plan assets in no-load and load-waived mutual funds.