The future your want starts here
Retirement plan solutions for every type of business. Let’s find the right one for you.
Managed Solutions
for DC Plans
Only GuidedChoice offers Traditional Managed Accounts and a Personalized TDF — fully customized to your plan and individual to each participant.
Managed
IRAs
For employers who want an easier way to offer retirement benefits, our IRAs do all of the hard work for you — including personalized advice and management for participants.
Small Business Solutions
Give your business a competitive edge with retirement plan options and services tailored to the needs of smaller companies — each designed for greater ease and affordability.
Retirement
Readiness
Get a new perspective on your existing plan with analytics that can help you effectively increase employee participation, savings rates, diversification and more.
Retirement Income
Planning
Help employees avoid the worry of running out money after they retire with an income and investment strategy personalized to their life changes and goals.
Fiduciary
Services
GuidedChoice goes beyond expectations to offer 3(21) and 3(38) services customized to your investment strategy, including 3(38) fiduciary services at a participant level.
Profit from advantages beyond the reach of other financial partners
Everything we do is based on a set of proprietary best practices that allow us to tailor solutions to exact needs of plan and participant alike. Discover the unique advantages that make us the preferred choice of more companies across America every day.
Nearly
20 years
Of Innovation and Success
Over
1.5 million
Customers Assisted
Over
$15 billion
In assets under management
Nearly 35,000
employers trust us to assist and advise their employees
Companies that count on us include:
None of the companies listed above has provided an endorsement, either expressed or implied, of GuidedChoice or any of its products or services.
A true partner to advisors and the clients they serve
For nearly 20 years, GuidedChoice has helped advisors take their client success to the next level with unmatched customization, innovation and relationships built on mutual trust. Learn about the commitment we make to the professionals who partner with us.
Discover the unique advantages we can provide to you
Put the power of GuidedChoice to work for you
Our business team is always ready to listen to your objectives and challenges, and recommend a GuidedChoice solution tailored to the exact goals you want to reach. Contact us to arrange a no-obligation meeting or call today.
Insights for Business
Qualified default investment alternatives can protect you from fiduciary liability if your participants’ investments suffer losses. To receive this protection, you must take specific steps in selecting the best QDIA for your plan. This guide will walk you through the selection process and how to ensure you receive the safe harbor protection a properly-selected QDIA... Read more »
More to Explore
In today’s culture, everyone is seeking a benchmark to gauge how they’re measuring up—financially, professionally, relationally, physically, and otherwise. Retirement planning is no exception. You can’t avoid articles telling you about the need to save for your future or about the retirement savings crisis in America—they are seemingly everywhere. But, one question that is too... Read more »