Advisors face a great opportunity to add value to their client relationships by introducing managed accounts as an investment service in the plan.

Managed accounts offer retirement plan participants access to a personalized investment service which we believe helps them better prepare for retirement. We recognize that not many resources have been made publicly available to advisors and plan sponsors to help them select, monitor, and benchmark managed accounts which is why we have prepared this document.

Please click here or on image below for a downloadable PDF of this document.