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Frequently Asked Questions

Working with us should feel seamless. We’re here to answer any questions you may have:

Financial Advisors | Plan Sponsors | Plan Participants | Individual Investors

Artesys is a managed account service that collaborates with AUL to optimize retirement savings, providing specialized expertise.

There is no additional cost to add Artesys managed accounts to your plan.

We offer comprehensive support, including onsite enrollment meetings and handling investment-related participant calls.

No, it’s an optional service for participants with no contractual obligation.

For those using the service, pricing ranges from .05% – .15% per quarter, depending on plan size and options selected.

Yes, Artesys consistently evaluates and may add funds based on performance, market trends, and diversification goals.

Should a fund be removed, Artesys ensures transparency by providing the Plan Sponsor with sufficient notice, allowing them to adapt accordingly.

No, your account remains with the retirement plan, and we provide ongoing management instructions.

Yes, you can change your portfolio anytime and are encouraged to reassess at least annually.

Absolutely, our licensed representatives are available to guide you.

Costs vary but generally range from .05% – .15% per quarter, significantly lower than personal investment advisors.

No, there’s no obligation. Artesys is free to sign up, cancel, or change portfolios.

Costs are deducted from your account by your recordkeeper at pretax dollars and shown on your statement.

While target date funds offer a general solution, Artesys provides a tailored approach considering each investor’s needs.

Artesys employs advanced algorithms and a deep understanding of client profiles to create investment strategies that align with each client’s unique needs.

Artesys streamlines investment management, provides data-driven tools, and enhances market positioning.

Introduce and facilitate understanding of Artesys, provide ongoing support, and maintain client relationships.

Participate in workshops, webinars, and utilize online resources from Artesys.

By managing retirement plan intricacies, sharing fiduciary responsibility, and offering comprehensive strategies.

Strategies and support are provided for various plans, including IRAs, 401(k)s, 403(b)s, 457s, Defined Benefit, and Cash Balance plans.

As a 3(21) and 3(38) advisor and manager, Artesys shares fiduciary responsibilities, aiding in risk management.

Utilize Artesys’s regular performance reports, which offer benchmarks and metrics. Tools from Artesys can also assist in presenting this data during discussions.

Artesys integrates both CITs and SMAs as part of its diverse investment portfolio, offering personalized investment strategies and cost-effective institutional-quality investments.

Artesys’ strategies are unique due to their proprietary investment process and portfolio optimization using proprietary capital markets assumptions.

Artesys’ managed accounts and active strategies are designed to lighten your workload and create better client outcomes, allowing more time for client relationships and business development.

Explore our Corporate and Individual Retirement Solutions pages for more insights. For more questions, give us a call or email – we’re ready to help!

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Artesys: your partner in building a secure retirement future

At Artesys, we envision a world where your employees and clients can thrive in their financial futures, while you can focus on what matters most to you. With our comprehensive corporate retirement solutions, we do just that and more.