Retirement Center
The Virtus Retirement Center is dedicated to supporting the needs of retirement professionals. Here you will find an array of retirement plan resources tools, business support, and thought leadership content, as well as information about Virtus investment options.
As your needs change, we aim to evolve with you. To that end, we’re excited to announce that you now have access to a new tool, the Fi360 Fee Benchmarker® Report, which helps advisors benchmark 401(k) plan advisory fees and services to those of their peers.
Virtus Retirement Consultants are here to help. Please call 860-263-4815 to learn more about our retirement planning capabilities and investment solutions.
Tools
Fi360 Fee Benchmarker® Tool
In an increasingly fee-conscious retirement market, this tool helps you compare your fees and services against industry averages for plans ranging from $250,000 to $550 million in assets.
Retirement & Investment Calculators
Interactive savings, retirement, and investing calculators for hypothetical use only.
Resources
Retirement Resources
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.
Find Your Retirement Consultant
The Virtus DCIO team works with retirement professionals and plan sponsors to implement best practice ideas and strategies for retirement plans. Here’s who to call in your region.
Investment Options
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 Ceredex Large-Cap Value Equity Fund
Virtus Ceredex Mid-Cap Value Equity Fund
Virtus Duff & Phelps Global Real Estate Securities Fund
Virtus Duff & Phelps Real Estate Securities Fund
Virtus Income and Growth Fund
Virtus KAR Mid-Cap Growth Fund
Virtus KAR Small-Cap Growth Fund
Virtus Newfleet Core Plus Bond Fund
Virtus NFJ Mid-Cap Value Fund
Virtus SGA Global Growth Fund
The Merger Fund®
Collective Investment Trusts
Virtus CITs are managed by several time-tested Virtus affiliates: Ceredex Value Advisors, Duff & Phelps, Kayne Anderson Rudnick, NFJ Investment Group, Stone Harbor Investment Partners, and Sustainable Growth Advisers.
Retirement Scorecards
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.