Retirement Plan Advisors, a Chicago-based registered investment adviser specializing in public-sector retirement plans, is now working with Stadion Money Management and EPIC Retirement Plan Services to expand its adviser managed account platform, PortfolioPlus.
An adviser managed account program provides investment solutions that can be customized to a retirement plan participant’s specific needs and goals.
The partnership combines RPA’s manager due diligence and portfolio construction process, Stadion’s participant-level personalization and EPIC’s national record-keeping platform.
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Among other updates, the proposals would let advisors to regulated funds earn performance fees and allow interval funds to offer monthly repurchases.
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