Elevate Your Due Diligence for DC Managed Account Programs
Date: May 27, 2025
Time: 2:00 pm - 2:30 pm EST
Discover a comprehensive due diligence solution for DC Managed Account Programs.
The Retirement Product Evaluator is already helping firms cut through complexity when evaluating in-plan Retirement Income or Stable Value products. Now, we’ve enhanced the tool with a powerful new module focused on DC Managed Account Programs—further streamlining your due diligence process on one unified platform.
In this webinar, you will learn how our solution supports your firm’s evolving needs with:
- A user-friendly interface offering intuitive side-by-side comparisons
- Standardized, easy-to-compare data points across multiple programs
- Client-ready outputs that help demonstrate logical, defensible recommendations
- Tailored evaluation tools, including configurable scoring criteria, for plan-specific needs
- Compliance-friendly controls to enforce consistency across users and business units
Newly added—Managed Account Programs
The third module features a rapidly growing proprietary database of employer-sponsored retirement managed account programs collected directly from leading providers. Use it to:
- Evaluate 70+ data points across key categories including investment methodology, advice delivery, participant engagement, plan sponsor reporting, fees, and more
- Conduct fast and consistent analysis on a growing set of industry programs
- Compare capabilities across providers to support informed product selection
- With one platform and three configurable modules, it’s easier than ever to enable better plan decisions while minimizing risk and saving time.
Secure your spot in the webinar to see how this enhanced tool can help take your practice—and your client recommendations—to the next level.
