Loyola University Chicago

Human Resources

Managed Advice - Investment Resource

Retirement
Human Resources is excited to announce that Transamerica Retirement Solutions (TRS) will implement a new retirement planning resource, Managed Advice, on June 7, 2018!
 
Loyola University Retirement plan participants can utilize Managed Advice in order to connect with the automated investment expertise of Morningstar coupled with the investment knowledge of a TRS financial advisor.
  • The program provides information about an asset allocation mix of funds available within the retirement plan, and it requires a monthly service fee of no more than 38 cents (0.45% annually) for every $1000 in your account. In addition, participants can cancel the service subscription at any time.
Learn more about Managed Advice online!

Contact
Do you have follow-up questions? Feel free to speak with a financial professional to learn more about the Managed Advice program.