Your retirement savings have a place here
Regardless of your age, income, or account balance, MaxIRA gives you access to low-cost, professionally screened investments and the option to get personalized guidance through Morningstar® Retirement Manager.
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Have a 401(k) or other retirement accounts? Roll them into your MaxIRA to simplify management and reduce fees.
Don't have a MaxIRA yet? Open one today and start turning your retirement goals into reality
See if MaxIRA is right for you
Are you an Advisor?
Your clients' retirement assets deserve better.
So does your practice.
MaxIRA turns an overlooked plan document decision into a recurring revenue stream with purpose.
Designate MaxIRA as the default IRA in your clients' plan documents, earn a competitive basis point trail and stay connected to departed participants through contact and balance reporting.
Use the trail however it serves you best: practice revenue, client appreciation, or the causes you care about.
Why MaxIRA?
A Better Landing for Retirement Funds
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Immediately Invested
Your money goes to work the moment it arrives, automatically invested in the MetLife Stable Value Fund.
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Low-Cost, Professionally Screened Investments
To help you diversify your portfolio, investment professionals have carefully screened thousands of mutual funds to select top quality, low cost options.
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24/7 Access
Log in anytime to check balances, review transactions, adjust investments, or explore investment strategies.
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Choice + Guidance
Confident in making your own picks? Select from our pre-screened investment options.
Prefer help with your investment strategy? Enroll in Morningstar® Retirement Manager to have your investment selected and managed for you.
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Built for Every Stakeholder
Participants and Plan Partners all benefit from the same decision.
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Customer Support
Trained representatives are available by phone, chat or email to answer your questions and guide you through the process from 9 am – 9 pm ET.
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