Guided Pathways™ Materials

The following documents provide an overview of ICMA-RC Guided Pathways™ and Managed Accounts. To offer Managed Accounts to your employees, please review these materials and sign and return the Managed Accounts Services Agreement Signature Page to ICMA-RC.

Guided Pathways Brochure

Introduces Guided Pathways and the component Asset Class Guidance, Fund Advice and Managed Accounts services.

Guided Pathways and Managed Accounts Question and Answer Brochure

Provides more detailed information and answers to your questions concerning Guided Pathways and Managed Accounts.

Managed Accounts Services Agreement

Agreement between you and ICMA-RC whereby you agree and authorize ICMA-RC to provide Managed Accounts to your employees. Information on Asset Class Guidance and Fund Advice are also included in this Agreement.

Managed Accounts Services Agreement Signature Page

The signature page of the Managed Accounts Services Agreement that you should sign and return to ICMA-RC to authorize providing Managed Accounts to your employees.