Managed Accounts — powered by Morningstar^®

Broaden your investment landscape and give
participants a more personalized investment option.

 

A valuable “do it for me” solution for plan participants that assists employers in effectively managing their fiduciary responsibilities.

• Fiduciary support — Morningstar and the Registered Investment Advisor (RIA) shoulder the fiduciary responsibility
• Easy integration — Solution is turnkey in our recordkeeping platform
• No additional cost to your plan, but an additional cost for the participant

A valuable solution for RIAs that helps benefit your clients and your
business.

• More flexibility and control — 6 investment portfolios with nearly 600 asset allocation models
• More value to your business — Morningstar is an established and appealing option that may help you attract and retain clients

An individualized retirement strategy designed to help participants
reach their unique goals.

• Personalized asset allocation — Based on a detailed assessment of each participant’s risk tolerance
• Research-driven methodology — Asset allocation based on an individual’s financial and nonfinancial assets, including in-plan and out-of-plan assets
• Experienced professional oversight — Access to recommendations and ongoing professional investment management
• 90-day trial period — With no obligation or cancellation fees

 

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