Products & Services
Industry Access to Managed Account Platforms
Availability for participants is determined by recordkeeper partnerships
Reported by PLANADVISER staff
From a retirement plan participant perspective, it’s not about which managed account provider one might find interesting, but to which providers an individual participant has access, says Chris Bailey, director, retirement, at Cerulli Associates.
However, he notes that most of the major recordkeepers offer multiple managed account options, which is reflected in the data below from the 2024 PLANSPONSOR Recordkeeping Survey.
Industry Access to Managed Account Platforms
Availability is determined by recordkeeper partnerships
| Recordkeeper Name | Managed account/advice providers available |
| ADP | Edelman Financial Engines; Morningstar; Mesirow |
| Alerus Retirement and Benefits | iJoin |
| Alight Solutions | Edelman Financial Engines |
| Ameritas | Franklin Templeton; GoalPath; iGPS/PIMCO; LeafHouse; Morningstar; ProNvest; Stadion |
| Ascensus | FinanceGPS Managed Accounts; Goldman Sachs Managed Advice; Morningstar; Newport Advisory; NextCapital Managed Advice; OneDigital Personalized Portfolios; Personal Retirement Path by Franklin Templeton; QPA Managed Accounts; Stadion |
| Bank of America Corporation | BOKF Managed Accounts |
| BOK Financial | VALIC Financial Advisors, Inc. (VFA) proprietary Guided Portfolio Services (GPS); Morningstar Investment Managements LLC’s Advisor Managed Accounts |
| Corebridge Financial | VALIC Financial Advisors, Inc. (VFA) proprietary Guided Portfolio Services (GPS); Morningstar Investment Managements LLC’s Advisor Managed Accounts |
| Correll Co. | Guidance Plus |
| Empower | Edelman Financial Engines; Morningstar |
| EPIC Retirement Plan Services | Stadion |
| Fidelity Investments | Edelman Financial Engines; Fidelity Personalized Planning & Advice; ProManage |
| Human Interest | Human Interest Advisors LLC proprietary model portfolios |
| July Business Services | Stadion |
| Lincoln Financial Group | Morningstar; Stadion |
| Milliman, Inc. | Morningstar |
| MissionSquare Retirement | Morningstar |
| Nationwide | CLS Investments; Meeder Investment Manager; NIAA, LLC (Nationwide ProAccount); Stadion |
| NWPS | Franklin Templeton GOE; iGPS (Pimco); LeafHouse MA; ProNvest; Several AMA programs. |
| OneAmerica Financial | Morningstar; My OneCheck Online from MasteryPoint Technologies; One Path Portfolios from Mesirow Financial; ProNvest; R.T Jones/Artesys |
| Principal Financial Group | Edelman Financial Engines; Morningstar; Proprietary managed account offerings |
| Schwab Retirement Plan Services, Inc. | Morningstar |
| Sentinel Group | LeafHouse |
| T. Rowe Price | Edelman Financial Engines; Morningstar |
| The Standard | Mainspring Managed (proprietary); Morningstar; Stadion |
| TIAA | Income Discovery; Mesirow; Money Guide; Morningstar |
| Transamerica Retirement Solutions, LLC (Transamerica) | Managed Advice® (Transamerica’s proprietary managed account and advice solution) |
| TruStage (formerly Cuna Mutual Group) | Stadion |
| USI Consulting Group | Morningstar |
| Vanguard | Edelman Financial Engines; Financial Finesse; Proprietary |
| Voya Financial | Edelman Financial Engines; Morningstar; Voya Retirement Advisors with Edelman Financial Engines; Voya Retirement Advisors with Morningstar |
Source: 2024 PLANSPONSOR Recordkeeping Survey
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