Browsing Tag
401(k) Managed Accounts
41 posts
Voya Launches Managed Account Specialist Team to Advance Education and Growth
The new team will focus on growing managed account usage across Voya's platforms
401(k) Managed Account Users Out-Saving TDF Participants
Edelman Financial Engines client data shows managed accounts users contribute more and are more likely to keep assets in-plan
ETFs, Managed Accounts Grew Rapidly in 2023
ETFs hit their highest number in net inflows since December 2021, finds a new study by Cerulli
SECURE 2.0, Managed Accounts, and More: Top 2024 Trends
A HUB report forecasts the upcoming trends impacting the retirement industry in 2024
‘Personalized Investing’ is Future of DC: Wilshire
New white paper highlights trends and evolution of multi-asset portfolio solutions in the defined contribution space, particularly TDFs and Managed Accounts
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