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Overview Retirement Plan Services Retirement Plan Services
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Fund Investments managed by seasoned professionals

Employee benefits

  • Expert oversight—Investment selections and asset allocation decisions are being made on a fund level by seasoned investment professionals
  • Investment diversification1— Employees can achieve a diversified portfolio across multiple asset classes, all with a single fund
  • One simple decision— Employees can select a single managed fund that will transition from an aggressive to a conservative investment mix as the target retirement date approaches

Plan benefits

  • Confidence— Know that your employees are taking the appropriate steps to make responsible decisions about their retirement investments
  • Investment choice— Offer a professionally managed investment choice that your employees may want and need
  • Fiduciary support— Help satisfy your fiduciary requirements by offering a professionally managed investment option

1. Diversification strategies do not assure a profit and do not protect against losses in declining markets.