Managed Accounts can offer an in-plan guaranteed income for life feature. This fixed-index annuity can be easily added to any defined contribution plan and helps improve participant outcomes by providing protection for market loss, reducing longevity risk, and addressing the impact of inflation. 

ModelxChange® is our proprietary web-based technology for trading and rebalancing ETF and mutual fund-based portfolios. By seamlessly coordinating all the moving parts required to handle a model within a retirement plan, ModelxChange includes the syncing of the model with the plan accounts — automatically handling specific investment exclusions. It also provides reporting metrics and all the necessary tools advisors have come to expect to easily fulfill their fiduciary responsibility. 

Your investment strategy can be used on any custodial or retirement platform at an extremely competitive price point. Partnering with us offers you a strategy to improve retirement outcomes. 

Our FDIC-eligible daily deposit product offers a competitive alternative to money market funds for plan investment menus. DepositxChange® processes daily plan deposit and withdrawal activity across participating banks, connecting them seamlessly with your record keeping system. DepositxChange provides participant-level FDIC insurance, a cash option for retirement plans and improved operational efficiencies. 

Self-Directed Brokerage Accounts are available.