To help the financial advisors with whom it works stand out from competitors in today’s commoditized retirement plan marketplace, Securian Financial is adding unitized model portfolios to its suite of Section 401(k) investment solutions.
Unitized model portfolios provide advisors with the flexibility to customize investment solutions based on a broad range of investment objectives, while also simplifying investment decisions for participants. Securian Financial’s program, offered in conjunction with Mid Atlantic Trust Company, integrates custom investment models with Securian’s recordkeeping services, resulting in an all-inclusive platform featuring valued services for advisors’ clients. There is no asset minimum, making this typically large-client service available to plans of all sizes.
“Unitized model portfolios are for professionals interested in taking target-date funds to the next level by building customized risk-based solutions for participant usage,” said Kent Peterson, a retirement solutions vice president with Securian Financial. “They provide a value proposition and competitive differentiator to retirement plan specialist advisors who focus on investments as part of their practice. Wealth management firms that, in addition to working with individual investors, offer retirement plan consulting to small businesses find unitized model portfolios particularly appealing and highly efficient.”
Securian Financial has been helping people save for retirement since 1930. Its platform features long-tenured retirement specialists, fiduciary-friendly fee levelization practices, and extensive administrative outsourcing, most of which is offered at no additional cost. Securian Financial provides services to employer-sponsored retirement plans through group annuity products issued by Minnesota Life Insurance Company.