Expanding beyond its customer base of small and micro defined benefit and defined contribution retirement plans that invest in separately managed accounts, Zacks Investment Management is now offering the same service to mid-size plans, also using the FOLIOfn platform.


“Years ago, we saw an opportunity to use the same low-cost SMA structure that we incorporate in our private client business in the retirement plan market,” noted Andy Zimmer, managing director of Zacks Wealth Management. “The benefits to the plan sponsor and the participants are 100% transparency in fees and holdings, absolute full disclosure and access to world-class investment management.”

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