You’re invited to join Pensionmark for a webcast with Morningstar Investment Management LLC. Hear about their latest managed accounts research and the methodology behind the Advisor Managed Accounts service.
During the webcast, you'll learn:
The basics of managed accounts and how they can help improve the retirement outcomes of participants
How managed accounts differ from target-date funds
How to communicate the advantages, impact, and shortcomings of managed accounts to participants
Answers to your managed accounts questions directly from Morningstar Investment Management and Pensionmark
About Morningstar Investment Management’s experience in the industry, innovations, and history as a third-party provider
If you are unable to attend the live webinar, register to receive the replay!
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).Managed Accounts is offered by Morningstar Investment Management LLC and is intended for citizens or legal residents of the United States or its territories. The portfolios available through Managed Accounts are created by Pensionmark, an investment adviser chosen by a plan sponsor. Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., is responsible for participant portfolio assignment from those portfolios created by Pensionmark. Pensionmark is not affiliated with Morningstar Investment Management and Morningstar Investment Management is not responsible for the portfolios Pensionmark creates. Pensionmark is not responsible for the portfolio selection made by Morningstar Investment Management, nor for other recommendations made by Morningstar Investment Management through Managed Accounts. Investment advice delivered by Morningstar Investment Management is based on information provided and limited to the investment options available in each retirement plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
The Morningstar name and logo are registered marks of Morningstar, Inc.
Morningstar, Inc. and Morningstar Investment Management LLC are not affiliated Pensionmark.