Managed IRA Growth MOA's MoA Managed IRA launch expands retirement offerings beyond standard employer plans, creating a cross-sell opportunity with mid-market employers and financial advisors seeking scalable retirement solutions. Use this expansion to discuss upgrading existing 401(k) plans, bundling with MoA Funds, and delivering ongoing financial education as a differentiator.

Award-Winning Funds Recent Lipper Fund Awards underscore strong performance in mixed-asset and target-date funds, strengthening MOA's appeal to plan sponsors and participants. Leverage award credibility in RFPs and marketing to win new employer-sponsored programs and to reinforce retention with performance-focused updates.

Leadership & Scale Leadership changes, including a chief financial officer, chief operating officer, and a continued CEO, indicate a growth phase with enhanced governance and service capabilities. This supports pursuing enterprise-sized clients with complex onboarding, bespoke service levels, and robust compliance requirements.

HR Benefits Partnerships MOA emphasizes personalized financial education and customized services at competitive prices, aligning well with HR benefits programs and broker networks. Target mid-market employers and nonprofits to offer a comprehensive retirement solution featuring MoA Funds, the Managed IRA, and educational resources.

Digital Security Edge A tech stack highlighting security and analytics tools plus scalable storage enables secure, data-driven onboarding and client experiences. Present opportunities for co-branded digital onboarding, integrated dashboards, and ESG-aligned retirement options to risk-conscious employers seeking transparency and reliability.