Option 3: I want someone to do it for me using my personal information.
I want to turn over the decision-making to investment professionals.
Managed Accounts1 provides professional ongoing account management using your personal information.
The service:
- helps you determine how much to save;
- invests those savings based on your age, outside investments, and current and desired income;
- makes changes to keep you on track to meet your retirement goals; and
- helps you decide how to take withdrawals once you are retired.
Managed Accounts is free to participants for the first year. After the first year, you pay an extra fee based on the size of the assets in your account, but you can opt out at any time.
1 Managed Accounts is not suitable for all investors. Please contact our Guided Pathways® team or your MissionSquare Retirement Plans Specialist and fully read the MissionSquare Retirement Guided Pathways® Fund Advice and Managed Accounts Investment Advisory Agreement prior to enrolling in Managed Accounts to determine if this service is right for you. Underlying mutual fund expenses and plan administration fees still apply. Please consult the applicable disclosure materials for a description of these fees and expenses.
