Financial/Retirement Professionals » Qualified Plan Advisors

Managed Models

Fiserv ISS’ Managed Models give Registered Investment Advisors the ability to create models for the plan composed of various mutual funds that reflect different investment strategies.

You choose the funds for the Managed Models from the investment list associated with the selected plan design option. You can change or trade funds in the models on a daily basis, or when you believe that changes are needed based on market and economic conditions. The models are valued on a daily basis and settled in a T+0 environment and can integrate with our DCC&S mutual fund platform to accommodate a true daily environment for participants and plan sponsors.

As the plan’s Registered Investment Advisor, you will work with the Employer to determine the investment objective for each model. You design the Managed Models, which can range from asset allocations such as conservative to aggressive, or balanced to age-targeted.

The model becomes one of the investment options offered in an Employer’s Daily Valuation 401(k) plan. Fiserv ISS Daily Valuation Retirement Plan Services provides the recordkeeping and processes the plan-level trades.

To learn more about the Managed Models, call Daily Valuation Retirement Plan Services at 800-553-4337.
E-mail: crs-sales@fiserviss.com.