Unlock retirement potential with managed accounts
Incorporating managed accounts into your retirement plan can enhance your company's benefits package by providing plan sponsors with more personalized investment lineups and supporting employees who prefer a hands-off approach to investing—with professional advice and personalized portfolios tailored to participants' individual goals.
Key benefits of managed accounts
Managed accounts offer a number of benefits that cater to the diverse financial needs of employees. Key advantages include:
Personalized portfolio management
Managed accounts provide dynamic, professional management that adapts to market shifts and personal life changes
Customized investment strategies
Unlike one-size-fits-all options, managed accounts offer tailored strategies based on individual financial goals
Professional oversight
Employees can invest with confidence, knowing their portfolio is under the watch of investment professionals
Enhanced retirement outcomes
Managed accounts aim to improve retirement readiness by aligning investments with risk tolerance and retirement timelines
Periodic adjustments
The investment mix is regularly reviewed and adjusted if needed (based on employee inputs and current market conditions) so it remains in sync with evolving financial objectives
Qualified default investment alternative (QDIA)
Managed accounts serve as a suitable QDIA, offering a default investment path for participants who do not make an active choice
We partner with leading managed account platforms1 and investment firms to offer options from some of the most respected and experienced firms—allowing you to assess and select a managed account service that aligns with your company’s benefits and employees’ needs.
Learn how plan sponsors use managed accounts to increase plan participation and improve retirement outcomes.
Elevate your retirement plan with managed accounts
As plan participants look to their employers for greater support in meeting their retirement savings goals, managed account programs can provide a more personalized approach to retirement planning—actively addressing participants’ unique needs and adapting to changing market conditions, ultimately helping enhance employees’ retirement readiness.
Interested in learning more?
Already working with Ascensus? Contact your Client Service team. New to Ascensus? Contact your advisor.
1Managed accounts are offered through non-Ascensus, third-party providers.
Neither the material contained herein nor in our website is intended to be, or construed as, an offer to sell or a solicitation to purchase any securities product. No person has been authorized to make recommendations or provide investment advice on behalf of Ascensus, LLC, with respect to any securities product, and nothing herein or as presented on our website is intended to serve as a recommendation or investment advice.
With regard to managed accounts, please read the participating money manager’s disclosure brochure, including any supplements, for important information and disclosures. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. Investment advisors are not owned by, affiliated with, or supervised by Ascensus, LLC, or any of its subsidiaries. Services and fees may vary depending on which money manager is selected and are subject to a money manager's acceptance of the account.
Based on your broker-dealer firm, institutional partner arrangement, and/or selling preferences, some program features may not apply.
