Custom Solutions

Providing a consultative approach

We work carefully to first understand your needs and goals before exploring customization with you.

Offering a broad range of solutions

We offer custom target date funds, custom balanced funds and the ability to create and incorporate SSGA funds into multi-manager solutions.

Exploring all options

Custom investment solutions are sometimes the best choice, but it’s important to review all available options before considering customization.

Understanding Your Needs

We work with you to understand and evaluate your customization needs, including the following:

  • Key investment objective
  • Plan design impact
  • Behavioral considerations
  • Cost and performance analysis
  • Communication and reporting solutions
  • Implementation plan
  • Ongoing monitoring

 

Finding the Right Fit

Not every defined contribution plan is the same. Investment objectives are diverse, employee demographics can be varied and sometimes you may need to customize. At SSGA, we work closely with you to analyze your specific investment needs and to create the right solutions that fit your plan and your participants’ retirement objectives.

*Diversification does not ensure a profit or guarantee against loss.