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, including retirement and investment calculators, 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.
Tools
Important Notice to Retirement Tool Users:
Virtus is excited to announce an important improvement to our Retirement Toolset - furthering our commitment to supporting you and your retirement practice.
In the coming weeks, we will begin to offer the Fi360 Fee Benchmarker Tool. This tool is designed to help you identify trends in advisory services, validate and justify advisory fees, and win and retain business. To avoid redundancy in our service offering, the Fee Comparison Tool and the Plan Design Tool will no longer be available effective March 31, 2021.
Should you have any questions, please reach out to Eric Kaleta at 860-263-4815 or moc.sutriv@atelaK.cirE.
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.
Business Growth Resources
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.
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 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
Collective Investment Trusts
Virtus CITs are administered by SEI Trust Company and managed by several time-tested Virtus affiliates: Ceredex Value Advisors, Duff & Phelps, Kayne Anderson Rudnick, NFJ Investment Group, 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.