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LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF

Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options. by Alex Ortolani This article was originally posted by Plan Adviser. LeafHouse, iJoin, and Advantage Retirement Solutions have teamed up to offer a new managed account that features State Street’s target-date funds with a lifetime income component. The Automated…
Read More LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF

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This website is intended for institutional retirement industry professionals.

• Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value

This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt a financial strategy, or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person.

Lifetime Income Builder will be powered by an insured guaranteed income solution issued by an insurance carrier that the plan fiduciary has determined qualifies for the safe harbor provisions of ERISA section 404. All guarantees and protections are subject to the claims-paying ability of the issuing insurance carrier. Lifetime Income Builder does not directly participate in the stock market or any index. It is not possible to invest in an index. Withdrawals are subject to income tax, and withdrawals before age 59½ may be subject to a 10% federal tax penalty.