Award Signals Recent LSEG Lipper Fund Award wins for MoA Funds indicate strong fund performance and credibility. Leverage this to position MoA Managed IRA and other retirement products to prospective corporate clients seeking reliable, award-winning investment options for employee plans.

Product Expansion Launch of MoA Managed IRA suggests openness to new retirement product offerings. Target mid-market employers and HR leaders who may be exploring diversified retirement solutions, including managed account services and advisor-enabled options.

Leadership Changes Key executive movements including new CFO and CEO appointments signal strategic shifts and potential changes in budgeting, M&A, or technology investments. Proactively engage finance and operations teams to understand evolving priorities and procurement opportunities.

Technology Stack Utilizes data analytics and customer experience tools (Qlik, Elasticsearch, Qualtrics, Airtable) along with modern collaboration and web platforms. Present opportunities to modernize retirement plan administration, data analytics, reporting, and member education experiences for large employer plans.

Growth Readiness Revenue in the broad $1B–$10B range and a sizable employee base imply capacity for scaling partnerships, co-funded programs, and advisor networks. Pitch integrated retirement education, financial wellness programs, and seamless fund-level support to enterprise clients.