Browsing Tag
401(k) Managed Accounts
43 posts
What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
As retirement planning strives to become more personalized, plan sponsors are under increasing pressure to offer solutions that…
Managed Accounts May Drive Higher Wealth Values
Morningstar uses its newest framework to analyze how managed account usage could impact retirement across several participant segments
Advisors Expect TDFs to be Primary Vehicle for Alternative Assets in 401(k)s
New study from T. Rowe Price reveals retirement plan consultant and advisor views on private assets, retirement income and managed accounts, among other topics
Personalized Solutions Could Meet Needs of Aging Investors
A new study analyzing T. Rowe Price data argues how personalized strategies could impact the portfolios of older investors
Managed Account Usage Shows Positive Impact on Retirement Savings
Participants who were on and off track for retirement both reported beneficial effects to their savings after enrolling in managed accounts
Plan Sponsors Count on Personalization for Improved Retirement Outcomes
PGIM research finds DC plan decisionmakers are prioritizing adding tailored solutions to workplace plans
Truly Managed Accounts are Not QDIAs: Opinion
When is a managed account not managed? When it’s a QDIA,” says Ron Surz
Managed Accounts Get More Personal in PGIM RetireWell/iJoin Deal
New offering raises bar on personalized advice at scale to help savers reach retirement goals
Managed Account Participants Contribute Higher Percentage of Income
Edelman Financial Engines report analyzes 20 years of 401(k) managed account data
Underutilized 401(k) Managed Accounts Breed Much Higher Retirement Confidence for Users
New research from Cerulli validates an unmet demand for the type of help offered through DC managed account solutions