Reduce participant confusion with what, when, and how much to invest.
The Active401k® technology solution gives you the ability to deliver proactive and customized non-discretionary investment guidance.
Our core beliefs about the market are the foundation of our ActivePortfolios. Our analysis concentrates on using mathematics instead of predictions or opinions to identify current market trends and the best performing options available to you.
We use Simple Trend and Rank (STAR) portfolio construction that evaluates risk and positions quarterly. This investment model has been awarded the DALBAR Validation certificate, providing an important level of security and compliance to your retirement account strategy.