Scale and reach flexPATH Strategies manages over $83 billion in assets as of March 31, 2024 and is positioned as a leading, fast-growing target date fund manager with open-architecture retirement solutions. Potential upsell opportunities exist with larger retirement plans seeking diversified glidepath designs and fiduciary services.

Fiduciary capabilities As a 3(38) fiduciary services provider offering plan-level investment monitoring and governance, flexPATH appeals to plan sponsors seeking robust fiduciary support. Prospects include mid-market to large plan sponsors evaluating enhanced fiduciary oversight and cost-efficient management.

Strategic partnerships Recent collaborations with OneAmerica and proximity to Great Gray Group indicate an ecosystem of distribution and alliance potential. Sales opportunities exist to leverage these partnerships for co-delivery of retirement offerings and expanded CIT access.

Institutional tech leverage The firm uses quantitative RPAG Scorecard and qualitative investment committee oversight, signaling a data-driven, research-heavy value proposition. Prospects include institutions and advisors seeking rigorous due diligence, transparent scoring, and defensible glidepaths.

Growth potential markets With employees and clients in a high-growth retirement space and competitive landscape featuring major advisory firms, there is opportunity to target mid-sized retirement plans and independent advisors looking for flexible glidepath design, index and active strategies, and collective investment trust solutions.