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How it Works
Professionally Managed Solution
Benefits of a Professionally Managed Solution
Employee Managed Solution
  • Employee benefits
  • Expert oversight—Investment selections and asset allocation decisions are being made on a fund level by seasoned investment professionals
  • Investment diversification— Employees can achieve a diversified portfolio across multiple asset classes, all with a single fund
  • One simple decision— Employees can select a single managed fund that will transition from an aggressive to a conservative investment mix as the target retirement date approaches
  • Plan benefits
  • Confidence— Know that your employees are taking the appropriate steps to make responsible decisions about their retirement investments
  • Investment choice— Offer a professionally managed investment choice that your employees may want and need
  • Fiduciary support— Help satisfy your fiduciary requirements by offering a professionally managed investment option
Serving the unique investment needs of your employees.
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