The Virtus Retirement Center is dedicated to supporting the needs of retirement professionals. Here you will find an array of retirement plan resources, including interactive plan design and fee comparison tools, business support, and thought leadership content, as well as information about Virtus investment options.
Virtus Retirement Consultants are here to help. Please call 860-243-4815 to learn more about our retirement planning capabilities and investment solutions.
Create a customized report to compare a retirement plan’s fees to plans of similar size and industry, based on data that is updated quarterly.
Benchmark a retirement plan against comparable plans, and generate a customized report to review areas of strength and opportunity with clients and prospects.
Interactive savings, retirement, and investing calculators for hypothetical use only.
Educational resources and reference materials specific to retirement plans and planning. Includes white papers, primers, and guides to the Virtus Plan Design Tool and Fee Comparison Tool.
Highly targeted leads and prospecting tools for selling to the U.S. retirement plan market. Business-building support includes access to enhanced contact information and detailed data on thousands of retirement plans.
The Virtus DCIO team works with financial advisors and plan sponsors to implement best practice ideas and strategies for retirement plans. Here’s who to call in your region.
Focus Mutual Funds
Virtus offers a diverse selection of core and specialized investment options, including mutual funds and collective investment trusts (CITs), managed by Virtus affiliates and select subadvisers.
Virtus Newfleet Multi-Sector Intermediate Bond Fund
Virtus Duff & Phelps Global Real Estate Securities Fund
Virtus Ceredex Mid-Cap Value Equity Fund
Virtus KAR Mid-Cap Growth Fund
Virtus KAR Small-Cap Growth Fund
Virtus SGA International Growth Fund
Virtus Vontobel Emerging Markets Opportunities Fund
Virtus CITs are administered by SEI Trust Company and managed by several time-tested Virtus affiliates: Ceredex Value Advisors, Duff & Phelps, Kayne Anderson Rudnick, and Sustainable Growth Advisers.
Virtus offers access to third-party research to help you assess our retirement plan options. Contact us to obtain the Fi360 Fiduciary Score and Retirement Plan Advisory Group (RPAG) Scorecard for select Virtus Funds available for plan inclusion.