GuidedChoice

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Description

GuidedChoice has been providing managed account services for retirement plan investors since the beginning. In fact, we helped invent them. With more than ten years of proven investment performance, precise asset class optimization along the efficient frontier, and some of the industry’s lowest asset-based fees, we continue to lead the way in managed account services.

After all, we pioneered managed accounts for retirement plans back in 1999. Our solutions are streamlined, easy-to-use, and built on sound MPT practices using advanced technology. GuidedChoice’s managed accounts do the core work of individualized planning and management for employees, while giving plan sponsors and third parties a high level of fiduciary relief”.

Plan sponsors and trustees face complex decisions and serious responsibilities. Our flagship GuidedSavings solution offers a powerful way for them to help provide retirement security for employees, boosting participation and adoption rates along the way. And by providing fiduciary services, plan design and investment policy expertise as well, we make it easier to focus on their most important responsibility – participants.

Working primarily through plan sponsors and the financial intermediaries who serve them, we provide “industrial-strength” advice and management services designed for the everyday investor. Our goal is to help people manage their money over the entire investment lifecycle – investing it for retirement, spending it in retirement, and passing it on.

We began developing our solutions in 1995 as a business unit within Trust Company of the West (TCW). In 1999 GuidedChoice, Inc. was established as an independent service company. Since then we’ve been innovators in the evolution of 401(k), leaders within our industry and in public policy, and have helped guide thousands of plan participants on the road to a secure retirement.

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