Managed Retirement Accounts

Many employees say they aren’t confident about saving and investing for retirement. In addition, more than two out of three support automatic features because they’re not comfortable making decisions on their own.1

Only

   

39%

of employees are comfortable determining how much to save for retirement.1

  43%

of employees are not comfortable selecting investment options.1

 

Key Features
Manages contributions and investments automatically
Uses personalized savings and investment plan
Has a track record for increasing participation and contribution rates
Available to plans with more than $2 million in assets

Managed Accounts Can Help in 3 Ways

Our managed account service can help employees:

Take away the guesswork. A team of qualified professionals manages investment and allocation decisions.

Overcome inertia. As the plan fiduciary, employers can choose to automatically enroll employees in the service. We also recommend and implement changes in contribution rates to help employees meet their retirement goals.2

Stay focused on saving. We can help employees stay on track. Following a disciplined investment plan is critical, especially during situations like volatile markets.

Drive Results

Help your clients build plan participation and contribution rates, while retaining assets.

 

Automatic Increases

86% higher adoption rate than industry average3

Higher Participation Rates

24% higher participation rates than non-managed plans3

Higher Contribution Rates

12% higher contribution rates than non-managed plans3

Add Value, Not Extra Work

Our managed account service is a retirement readiness solution that enables you to:

 

Personalized Solution

Deliver a personalized solution

to reach more employees at potentially no extra cost4

Custom Alternative

Provide a customized alternative

compared to target date funds

 

Holistic Support

Offer holistic support

that considers assets outside of the plan, such as spousal accounts

Build Savings

Consistently build savings rates

with customized and annual contribution increases

Support Your Practice

Our managed account solution is designed to complement your business model. It can help you:

 

Expand Reach

Expand your reach

while defending against fee compression

Maintain Oversight

Maintain investment oversight

with the choice of over
150 nonproprietary funds

Delegate Risk

Delegate investment risk

to StanCorp Investment Advisers as a 3(21) and 3(38) fiduciary5

Move the Needle

Learn how managed accounts can help your clients drive better retirement plan outcomes.