Browsing Tag
401(k) Managed Accounts
35 posts
2023 Small 401(k) Plan Sales at Empower Top $10 Billion
Alongside record organic growth in new plan sales, recordkeeper reports significant growth within its advisor managed account business
Plan Sponsors Look for Personalized Solutions to Help Participants Reach Retirement Readiness
White paper offers fresh insights featuring perspectives from large 401(k) plan sponsors on the value of managed accounts and other personalized financial wellness offerings
Managed Accounts Can’t Work for Defaulted 401(k) Participants
Because defaulted participants do not want to engage, you can’t know what they need and want
ProNvest Rebrands as ‘Future Capital’
WealthTech provider facilitates advisor access to DC plan participant external assets
Nationwide Adds Income America ‘5ForLife’ for Managed Account Participants
New offering responds to increased interest from 401(k) participants in guaranteed lifetime income investment options as part of a managed account
Saving for Retirement: No One Size Fits All
LeafHouse’s Michael Garberich makes a case for personalized managed accounts
Pandemic Pushes Planned Retirement Age by 3 Years: Franklin Templeton
New “Voice of the American Worker” study blames pandemic, inflation and uncertain economy for pushing age Americans plan to retire from 62 to 65
The Great Debate: Target Date Funds vs. Managed Accounts
Ron Surz shares key points from this week’s Retireholics “Tall can Talks” debate about which is the better QDIA option
Coming Soon to a 401k Plan Near You: Personalized Target Date Accounts
Why to consider an emerging disruptive innovation that combines managed accounts with TDFs
Two 401k-Focused RIAs Tap Fintech Vise for AI-Powered Custom Portfolios
Vise announces Greenstone Wealth Management and CPR Financial and Insurance Services are now using its platform