Personalized Managed Accounts Solutions 

We offer a full suite of customizable managed account solutions with lifetime income benefit options.

senior couple in retirement meeting

The personalized managed account, which can be utilized as a QDIA, can feature the funds that are offered to participants in the core lineup of the plan. Participants will benefit from a custom allocation whether they engage with the program or not.   

The managed account can include an in-plan guaranteed income for life allocationHistorically, guaranteed income options have lacked accessibility, portability and flexibility, or they were simply too complicated for participants to navigate.  

By making guaranteed income for life an optional feature within our managed account infrastructure, we have addressed those drawbacks at a very compelling price point. This modern, fixed-income annuity that offers guaranteed income can be easily added to any defined contribution retirement plan. 

Contact us today!

To learn more about our sales solutions, click the button below.