A “managed account” is a discretionary portfolio management service that makes investment decisions for individual participants within the confines of a 401(k) plan and its fund options. This service ...
Managed accounts have been a defined contribution plan option for more than 20 years. Wilshire Advisors LLC’s November 2023 report, “The Future of DC: Personalized Investing,” noted that the ...
The adoption of managed accounts as a QDIA has been limited; however, there has been an up-tick in the percentage of plans utilizing them as an opt-in service. Deterrents for selecting a managed ...
Vestwell is preparing the first managed-account option for its digital 401(k) record-keeping service, a product that uses Franklin Templeton’s Goals Optimization Engine, the companies announced ...
Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts. Retirement plan advisers speaking at a workshop on Monday agreed that ...
NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm provides managed accounts. Prudential Retirement plans ...
When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...
GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Empower Retirement today announced a new means of delivering customized advisory services to workers saving for retirement through close collaboration with ...
Managed accounts is a personalized retirement service that employees can use as an alternative to target-date funds or a financial advisor. In addition to tailoring the investment selection based on ...
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