Traditional and custom target date funds
Advancing retirement outcomes across every stage
We partner with recordkeepers, plan sponsors, wealth managers, and advisors to deliver personalized retirement strategies, target date solutions, and income-focused innovations.
FTIS is dedicated to helping clients improve outcomes across all stages of the retirement journey.
What we do
We work alongside insurers and annuity providers to create tailored, forward-looking solutions that address:
Personalized managed accounts powered by Goals Optimization Engine® (GOE)
Integrated retirement income strategies
Alternative investment access through multi-asset solutions
Strategic partnerships across recordkeepers, RIAs, and platforms
How we help
Our retirement offerings are tailored to meet the distinct needs of different stakeholders
Institutional plan sponsors
Custom strategies with fiduciary alignment and cost-efficient implementation
Recordkeepers
Personalized and innovative retirement products with shared economics
RIAs & Wealth Managers
Full-suite retirement offering including target date, income, and custom portfolios
Advisors
Analytical tools like TargetDateVisualizer to support due diligence and plan selection
Participants
Personalized portfolios and guidance built to adapt as needs and markets evolve
Case Studies
We work with clients to design solutions that meet their unique needs.
Target Date Menu Offering
Client Objective: Deliver a turnkey, diversified retirement solution
Solution: Traditional target date strategies available through recordkeepers, brokers, banks, and RIAs
Impact: Broad adoption and simplified access across multiple distribution channels
Managed Accounts for Recordkeeper
Client Objective: Deliver personalized portfolios through the recordkeeper platform
Solution: Native integration of GOE as a managed accounts engine
Impact: Supported participant advice, advisor engagement, and model portfolio oversight
Retirement Income Innovation
Client Objective: Enable income options for near-retirees
Solution: Integration of guaranteed income into target date and managed account solutions
Impact: Offered income flexibility and security without compromising growth during accumulation
RIA Retirement Offering
Client Objective: Offer comprehensive retirement platform for advisors
Solution: Target date funds, managed accounts, and custom portfolios using GOE
Impact: Supported advisor rollout with training, marketing, and product tools
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Other clients we serve
Learn more about how we work with clients to design solutions that meet their unique needs.
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How Can We Help?
