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Financial Professional

I’m an individual or investor looking to take action to help secure my financial future.

I want to tackle the retirement and protection needs of individuals.

I want to learn more about your employer plan solutions and technology.

I want to log in to my account or learn more about retirement planning and enrolling.

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I want to tackle the retirement and protection needs of individuals. This website content is intended for use by Financial Professionals.

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Hello

I want to tackle the retirement and protection needs of individuals. This website content is intended for use by Financial Professionals.

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Investment Solutions

Broad spectrum of personalized solutions for every plan and employee

Your plan sets the foundation for your employees first step toward their tomorrows. Put investment solutions in place that make it easy for them to take action.

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Liven up your line-up with more investment options for your participants

With more than 12,000 investment options across 150+ investment providers, our open architecture platform makes it simple to set your investment menu. Choose from mutual funds, collective investment trusts and managed sub-accounts aligned with your plan goals. Plus, stable solutions, such as fixed accounts, that can grow and protect principal.

Offer professional help with in-plan advisory services  

Take the guesswork out of investing with in-plan advice. Our advisory solution, Guided Portfolio Services®, is powered by third-party asset manager Morningstar to help answer key retirement questions and offer personalized recommendations for contributions, asset allocation and more. And if your plan consultant would prefer to offer their solution, if available, our platform supports Advisor Managed Accounts.

Learn more about advisory services

Simplify investing by letting target date solutions take charge 

Select from off-the-shelf, custom and collective investment trust target date models to set a course for your employees’ futures. We can partner with you and your consultant to build a solution that’s right for your plan—whether that’s creating something just for you or using a pre-existing model.

Guarantee income for life 

Let your plan be a source for guaranteed income in retirement. You can choose to make protected income an option within your plan as a part of a comprehensive to and through retirement offering.

Learn more about in-plan income solutions

Let's connect

Learn more about our broad spectrum of investment solutions. We can partner with you and share detailed information about each of our products to help you create a competitive plan offering.

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