The Retirement Pro’s Playbook: A Guide to Help Make Your QDIA a Winner Through Personalization

In this webinar, you will learn:

  • Ways to broach the topic of Retirement Managed Accounts (RMA) with plan committees
  • A process for vetting the solution and gaining comfort in proposing the use of an RMA
  • A suggested method for conducting an evaluation/due diligence to see if an RMA will add value to the plan and its participants

Defined contribution plan sponsors and retirement plan advisors are becoming increasingly aware of RMAs and the potential benefits they could deliver to participants. Intrigued by the upside, but hindered by “new and different,” sponsors and advisors need guidance on what to do next. In this educational webinar, Fisher Investments' Institutional Group will provide sponsors and advisors with a ‘playbook’ on how to confidently discuss and evaluate RMAs within traditional methods and beyond.

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Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. Intended for use by employers considering or sponsoring plans and their advisors; not for use by plan participants.

About Fisher Investments Personalized Retirement Outcomes (PRO)

Fisher Investments Personalized Retirement Outcomes (PRO) is a next-generation managed account created to help improve retirement outcomes for participants and their plan sponsors. Available to a retirement plan as either an affordable Qualified Default Investment Alternative (QDIA) or as an additional positive election option, PRO utilizes information automatically provided by the recordkeeper to implement and monitor personalized asset allocations for each individual participant without requiring engagement. PRO offers an easy-to-use online portal for participants who would like the option to better understand their retirement outlook and provide additional information (such as spousal age and outside income) that could further refine their personal asset allocations.

PRO participants receive the benefit of actively managed investment funds advised or managed by Fisher Investments' tenured Investment Policy Committee (IPC) allowing for cohesive and effectively communicated management in addition to providing risk controls if we forecast a change in market conditions. PRO’s consistent and streamlined approach to portfolio construction provides participants diversification without complexity and allows for plan sponsors and their retirement advisors easy benchmarking capabilities. As a service oriented organization with a strong background in delivering personalization to both high net worth individuals and institutions across the world, the Fisher Investments PRO team will work alongside retirement advisors and the plan sponsor to offer a customized service plan tailored to their needs.

Contact PRO at (888) 803-1621 or to learn more.