Managed Accounts

Get on track
Plan investors can take long-term advantage of GuidedSavings by choosing the managed account option. Following acceptance and approval, the service automatically sets the contribution rate and performs all investment transactions according to the recommended strategy. Participants receive an immediate confirmation statement and ongoing account reporting.

Stay on course
Active management of participant portfolios continues for the life of the account. The system tracks performance against the original plan and performs regular asset rebalancing using an industry-standard managed-account model.

Keep current
Investors are encouraged to log in or call from time to time to review their strategy and portfolio - especially if they experience life events or financial changes that might affect retirement. However, no further action is required.

Account management that works:

• Automatic. Implementing the recommended transactions takes only a few moments, and regular rebalancing continues automatically.


• Affordable. Low, asset-based fees enable people of every income level to participate.


• Proven. Our advice and managed account capabilities have been up and running for our clients since 2001 - longer than any other service provider.


• Successful. GuidedChoice managed accounts are available in more than 600 plans representing over 3 million participants.

Automatic enrollment?
To help employees toward greater financial security, many of our clients offer one-step quick enrollment in the managed account option. Others choose automatic enrollment as an opt-out, default arrangement for all employees. GuidedChoice supports both approaches with full communication services.