Participant Managed Accounts

PRO Benefits Participants and Plan Sponsors

Accessible as a Default or Opt-In Solution:

Available to a retirement plan as an affordable qualified default investment alternative (QDIA) or as an additional election option for participants.

Personalized Participant Allocations:

Personalized participant allocations: PRO provides personalized asset allocations for each individual participant, using information provided by the recordkeeper. PRO implements and monitors personalized asset allocations without requiring participant engagement.

Streamlined Benchmarking:

PRO’s consistent and streamlined portfolio-construction approach gives participants diversification without complexity. Our approach allows easy benchmarking capabilities for plan sponsors and their retirement advisers.

Easy Engagement:

PRO offers an easy-to-use online portal for participants who would like a better understanding of their retirement outlook. Participants can easily provide additional information (such as spousal age and outside income) that could further help refine their personal asset allocations.