My account is getting too large for me to handle it . . . .

As 401(k) account balances get larger, we are hearing from more and more plan participants that they do not feel comfortable handling their own investments.

Because of this, we would like to introduce you to the "Professionally Managed Solution". This solution is for participants who do not have the time or the inclination to create and manage their retirement plan portfolios and instead prefer to choose to fully delegate the management process to an investment professional.

With this approach, participants select a managed model portfolio based on their target retirement time frame (less than 5 years, 5 to 10 years, or greater than 10 years) and their target risk level (conservative, moderate, or aggressive). Each model portfolio's asset allocation is automatically adjusted periodically in response to constantly changing market conditions. To see our current allocations, click here .

The Professionally Managed Solution can help plan sponsors satisfy ERISA fiduciary requirements by providing participants with an expanded set of diversified investment options. These actively managed alternatives can help relieve participants of the need to reallocate investments as they near retirement age.

Adding such active portfolio management services expands investment choices to help meet the needs of your employees who may be unable or unwilling to commit the time required to make regular investment decisions.

Want a quote to run your plan? Request a proposal today by clicking here!