MATC Adds Money Managers to 401(k) Platform

The firm added 22 new third-party managers available to the more than 8,000 professional money managers, investment advisers and recordkeepers who utilize MATC for 401(k) trust and custody. ModelxChange now provides 29 third-party managers through over 80 recordkeepers.   

The solution allows 401(k) professionals to incorporate mutual fund and/or exchange-traded fund (ETF) investment models into a retirement plan through a single, web-based interface that allows for the creation, execution and on-going management of a model investment.  

The 22 new third-party managers added to the platform include: 

• Alpha Investment Management—Cincinnati, Ohio;
• Appleton Group Wealth Management—Appleton, Wisconsin;
• Aurum Wealth Management Group—Mayfield Village, Ohio;
• Brinker Capital—Berwyn, Pennsylvania;
• Efficient Market Advisors—Del Mar, California;
• G.L. Smith & Associates—Huntsville, Alabama;
• Genworth Financial Wealth Management—Pleasant Hill, California;
• Globalt Investments—Atlanta, Georgia;
• Granite Group Advisors—Wilton, Connecticut;
• Highland Capital Management—Memphis, Tennessee;
• iSectors—Appleton, Wisconsin;
• Lunt Capital Management—Salt Lake City, Utah;
• Meeder Financial—Dublin, Ohio;
• Mesirow Financial—Chicago, Illinois;
• OBS Financial Services—Whitehouse, Ohio;
• PGR Solutions—Campbell, California;
• Provident Capital Management—Carmel, Indiana;
• Prudent Investor Advisors—Arcata, California;
• Sage Advisory Services—Austin, Texas;
• Stadion Money Management—Watkinsville, Georgia;
• Sterling Global Strategies—Carlsbad, California; and
• Target Date Analytics— Marina del Rey, California.