Browsing Tag
401(k) Managed Accounts
44 posts
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
Unlocking Individuality: Is Your 401(k) Managed Account Tailored to You?
LeafHouse’s Kassandra Hendrix says technology is making an enhanced level of personalization more seamless and cost-effective
401(k) Millionaire Ranks Spike 20%
Fidelity report out today finds average workplace retirement account balances at the end of 2023 hit highest level in nearly two years
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