Securian and Qualified Plan Advisors offer personalized managed accounts

Securian and Qualified Plan Advisors offer personalized managed accounts
The accounts are to be used in retirement plans, and Stadion Money Management will serve as the program's fiduciary.
NOV 30, 2022

Securian Financial and Qualified Plan Advisors have introduced an adviser managed account solution that's built with Stadion Money Management, for use in retirement plans.

The QPA Managed Account Service uses available employee data to create an investment allocation unique to each individual and adjusts the investment mix automatically over time as an employee’s circumstances change, Securian said in a release, noting that the use of data that has already been provided streamlines processes and keeps costs reasonable. Employees who want to do so can provide additional data to further personalize their allocation.

QPA will work with companies to ensure that the investment menu is suitable for their employees.

As the fiduciary, Stadion will monitor participant portfolios continuously and ensure they remain appropriate as finances and life circumstances change over time.

'IN the Nasdaq' with Jason Appleson, head of municipal bonds at PGIM

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave