Browsing Tag
401(k) Managed Accounts
35 posts
Managed Account Providers Well-Positioned for Decumulation Wave
They can help participants make prudent, informed decisions related to withdrawals, according to Cerulli
Personalization and Flexibility Key to Managed Account Tech Success
Technology and cost have traditionally limited the appeal of personalized managed account solutions
Managed Accounts or TDFs: Can’t We Have Both?
New research from Empower Institute finds managed accounts and target-date funds are complements that can lead to improved participant outcomes
Equitable Adds Managed Accounts, Cash Balance Solution to SMB Retirement Plans
With a goal of further tailoring investment portfolios and plan design for small- to medium-sized businesses, New York-based…
Unum Offers Its Employees New Way to Convert 401(k) Savings to Income Stream
A company specializing in offering financial protection benefits and services through the workplace is taking care of its…
Help Participants by Cutting Back on Need to Make Decisions: Broadridge Fi360 Conference
Don’t ask 401k plan participants to make decisions they aren’t qualified to make—where the wrong choice can compromise…
Spotlight: The Value of Managed Accounts in 401k Plans
Cerulli Associates recently took a look at managed accounts in the defined contribution (DC) space, and (little surprise)…
How Do Managed 401k Accounts Measure Up?
Managed accounts are convenient, customized and client-centric, and help “guide employees on how much save, how to invest…
What’s Going on with Managed Accounts in 401ks?
Despite solid growth, defined contribution (DC) managed account assets are being significantly under-utilized by retirement savers according to…
What Managed Accounts Offer That Target Dates Miss (Supposedly)
Managed accounts make sense, and offer an important advantage over many of their retirement saving product counterparts—customization. Boston-based research…