FA Whitepapers


May 2016  

Making Custom-for-All a Reality
How custom managed account solutions can transform your retirement business.

Despite steady advances in defined contribution plan design and investment choices, today's typical one-size-fits-all retirement solution may fall short for companies and their plan participants. Today, there¹s a new breed of retirement solutions‹cost-effective, scalable managed account services that offer customized strategies and the flexibility of active, professional management‹ now accessible to small- to mid-size plan sponsors.

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