Planning for a comfortable retirement takes work. Despite the best education and communication efforts of Plan sponsors, more and more research indicates that a large percentage of plan participants are confused or uncomfortable making decisions about their plans and would like to have a qualified professional make investment decisions for them.

AAG’s Managed Account service is the ideal solution for those hands-off investors who prefer to have a qualified financial expert select and manage their funds for them.

• These more reluctant investors receive a personalized and strategically-designed retirement portfolio that is automatically managed quarter-to-quarter and that reflects their unique time frame, personal retirement information and goals.

• By leveraging sophisticated software technology with professional investment oversight, AAG provides the hands-off investor with an effectively designed and diversified portfolio that is objectively managed for optimal performance over time.

Why Managed Accounts? Click Here to Learn More

AAG’s Managed Account service provides the more reluctant, hands-off investor with a convenient and confident way to receive an effectively designed and diversified portfolio that is objectively managed for optimal performance over time.

AAG’s Managed Account service provides:

• A personalized and strategically-designed retirement portfolio that is automatically managed every quarter by a qualified financial expert and that reflects the individual’s plan options, current account balance, savings rate, personal Social Security estimate and their unique retirement time frame, life stages and overall financial picture.
  
• A professionally-managed portfolio that is automatically monitored, rebalanced and reallocated every quarter by AAG in response to market performance and to ensure optimal performance over time.
  
• The opportunity to further customize their account by adding information about other outside assets, spouse/partner information, holdings
  in outside defined contribution or pension accounts, etc. Although AAG will not manage these outside accounts, the collective information will provide a
  well-rounded perspective of the participants financial picture.
  
• Ongoing review of their account. Participants will recieve an initial Welcome Kit and an Annual Managed Account Update.
  
• Easy enrollment and multi-channel access via phone, paper or Web, making it easy for participants to provide ongoing personal updates.
  
• Access to Series 65 Licensed AAG Adviser Representatives.
  By calling your Plan’s toll-free customer service number, the participant can get answers to any questions and assistance with enrollment and participant account updates.
  
• The choice to cancel participation in the Managed Account service at
  any time.