Professionally Managed Portfolios for Plan Participants
“What investments should I choose?”
Chances are you’ve heard that question from employees before. Investing can be scary for plan participants and can create anxiety that keeps them from engaging with your company’s plan.
Your plan’s Target Date Retirement Funds Series is a solution for many employees that desire a less-is-more contact approach with their retirement savings. But what about those with more complex finances, defined goals, and specific investment strategies? The old answers, including static allocation guidelines and paint-by-number charts, don’t resolve the real question; “What will work for me and my goals?”
The good news? We can help.
Professionally Managed Portfolios
We are now offering professionally managed portfolios as investment options for your employees at no additional cost to the Plan.
Managed Portfolios
In selecting a managed portfolio, your employees will be guided to the most appropriate choice through interactive and dynamic scoring of individual factors including risk tolerance, age, estimated time to retirement, income, current balance, external assets, and projected Social Security benefits. These factors, combined with elements of Liability Driven Investing, will match your participants’ needs with a managed portfolio that provides a complementary strategy.
There is no cost to include our managed portfolios as investment options within the plan’s menu. Participants who choose our advice and utilize a managed portfolio solution will pay 23 ½ bps, or .23%, in addition to the underlying fund expenses and plan fees, as applicable.
Our Investment Approach
We believe portfolios should be guided by a client’s goals, sound research and a prudent investment decision-making process. As part of our approach, we have 6 core strategies for investors of varying risk reward tolerances.
These strategies are not constructed just from the funds available in the Plan (though you may see some of the same names), but from a larger list of funds and asset classes. We incorporate our best thinking into the strategies, seeking to take advantage of various opportunities within the markets.
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Our Experienced Wealth Team
Our professionally managed portfolios are maintained with Johnson Financial Group’s team of over 30 experienced wealth advisors, portfolio managers and research analysts. The team works with individuals, families, and organizations to provide tailored investment advice and portfolio management services. The team strives to develop sound financial plans that help individuals and families achieve their long-term retirement goals.
Let's Get Started!
We are excited to bring more of Johnson Financial Group’s capabilities to your employees in their journey for future financial security. If you have interest in or questions about this new service; please reach out to your Retirement Plan Services (RPS) Advisor directly. Your RPS Advisor will also include some further information in our upcoming annual review materials.
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