Independent Investment Managers

ManagedPlan offers you the ability to leverage the fiduciary services of truly independent investment managers -- with no funds to push and no hidden agenda. ManagedPlan is not just another recordkeeper sponsored wrap program but a true managed account platform offering a choice of independent investment managers with established records of performance.

Open Fund Platform

Since ManagedPlan's open fund platform offers no proprietary funds, no sub-advised funds and maintains no mutual fund revenue sharing criteria (mutual fund fees are fully disclosed and offset against plan expenses), ManagedPlan’s independent, investment managers have complete objectivity in fund and investment selection.

ManagedPlan … sit on your client’s side of the table.

ManagedPlan’s fiduciary solution offers you the investment and pricing flexibility to sit on the same side of the table as your client. ManagedPlan is designed to help you grow your retirement practice by offering unbiased retirement plan services and solutions featuring:

  Comprehensive participant education and advisory services
  Independent fiduciary and managed account services
  State-of-the-art recordkeeping and administration
  Dedicated individuals to provide you with the support you need
  Tailored training program to get you started on the right path

If you are interested in more information about ManagedPlan, please e-mail or call Jim Marx, National Sales Director, at 866-486-1202

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