Are you trying to find a better way to help employees save enough for retirement? Explore our personalized account solutions. These services can deliver a better experience for employees and the potential for stronger retirement outcomes.
In many cases, we can provide this service at low or no cost to you or your participants.
Making It Simple to Save and Invest
Take away the guesswork
Many employees find the task of making investment decisions for their retirement plans overwhelming. With a personalized account, retirement plan professionals help them manage investment and allocation decisions.
Overcome inertia
Personalized accounts don’t require employees to make investment decisions. This solution helps overcome inertia while addressing specific participant needs for saving and investing.
Stay focused on saving
We can help employees stay on track. Following a disciplined investment plan is critical, especially during situations like volatile markets.
Employees Want Help
It’s clear that employees want help preparing for retirement.
of participants in a 2023 study said they’re interested in a service that provides a potential way to limit downside risk using actively managed funds.¹
Managed Accounts Drive Retirement Readiness
With a managed account service, employees get:
We look at an employee's overall financial situation, then create a customized savings and investment plan tailored to that individual.
We ensure that your employees have access to dedicated customer service professionals for account support.
Our investment professionals monitor portfolios, adjust them to manage risk and rebalance allocations when personal factors change.
We send employees regular statements that show progress toward their retirement goal.
Talk to your plan’s advisor to learn more about our managed account services.