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Securian Financial

Target Pro™ Portfolios

An innovative, modern approach to managed accounts

Typical managed accounts require employees to take action. Unfortunately, many times that doesn’t happen. Securian Financial offers a different path with Target Pro Portfolios.

Target Pro Portfolios, which require no employee engagement, maximize personalization to manage risk tolerance and help employees of all ages reach their retirement income goals at a reasonable price.

View the presentation below to learn more about Target Pro Portfolios.

Benefits and features of Target Pro Portfolios

Target Pro Portfolios key features

  • Requires no employee engagement 
  • Personalized investment allocation with ongoing risk management
  • Reasonably priced with no hidden fees
Learn more about Target Pro Portfolios 

(pdf)

Stadion Money Management creates the asset allocation formula for Target Pro Portfolios1

Stadion offers a well-researched methodology for creating and managing personalized investment allocation portfolios based on a variety of data points. It's a firm that shares key philosophies with Securian Financial, including keeping client needs a top priority and providing exceptional service.

Ninety eight circle ninety eight

98% Client satisfaction rate3

12/31/2019

Target Pro Portfolios investment process

Financial professionals have the freedom to choose their preferred degree of involvement when it comes to populating the allocations. Core investments of the plan can be used, or external investment portfolios can be created to help support the use of preferred arrays across multiple clients.2

Target Pro Portfolios development process

Step 1

Stadion or financial professional select up to 15 investment options for use in Target Pro Portfolios and determine asset allocations to equities, fixed income, etc.

Step 2

Participant data flows from Securian to Stadion e.g., age, gender, compensation, retirement asset balance, employee savings rate, employer contribution, location

Step 3

Stadion applies proprietary algorithms to assign participants to individual investment portfolios.

Step 4

Participants are moved into their personalized investment portfolio.

Target Pro Portfolios make a fiduciary-friendly Qualified Default Investment Alternative (QDIA) since they automatically leverage employee data and create personalized strategies for individuals failing to make an investment election. And the reasonable cost provides assurances to plan fiduciaries that it is a prudent QDIA choice.

Ninety eight circle ninety eight

98% Client retention rate

12/31/2019

The evolution of personalized investing

Gain useful insights to help you address this developing topic with your clients by downloading our white paper: The evolution of retirement investing: a closer look at personalized strategies. Grow your knowledge of simplified asset allocation options typically offered in today’s retirement plans with our Understanding simplified asset allocation options.

Ninety three circle

93% Net Recommendation Rate 2019 PLANSPONSOR DC Survey4

(survey average 63.8%)

Contact us for more information

Securian Financial retirement plan sales team 1-877-876-4015.

1. Stadion Money Management, LLC (“Stadion”) is a registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Stadion, including fees, can be found in Stadion’s ADV Part 2, which is available free of charge. Past performance is no guarantee of future results. Investments are subject to risk, and any of Stadion’s investment strategies may lose money.

2. Not all RIAs allow an advisor to perform this fiduciary activity. Please check with your RIA to learn if this is an allowable role at your organization.

3. Securian Plan Sponsor Satisfaction Survey as of 12/31/2019. Satisfaction rating for clients with over $10 million in assets.

4. Plan assets $5M to $25M.

Target Pro Portfolios are based on generally accepted investment principles, leverage employee data already in the plan and are created and maintained by a plan’s Registered Investment Advisor. The assets of each Target Pro Portfolio are held in a group variable annuity contract issued by Minnesota Life Insurance Company as selected by the plan sponsor. Securian Financial provides the administrative recordkeeping services for the portfolios and charges a fee for this service. Stadion Money Management, LLC, provides the Target Pro allocation services. Stadion Money Management, LLC, is not affiliated with Securian Financial Group or Minnesota Life Insurance Company.

These materials are for informational and educational purposes only and are not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

Securian Financial Group, and its affiliates, have a financial interest in the sale of its products. Securian Financial’s qualified retirement plan products are offered through a group variable annuity contract issued by Minnesota Life Insurance Company.

Securian Financial is the marketing name for Securian Financial Group, Inc., and its affiliates. Minnesota Life Insurance Company is an affiliate of Securian Financial Group, Inc.

For financial professional use only. Not for use with the public.

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