In this webinar, you will learn:
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.
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 FisherPRO@fi.com to learn more.