Browsing Tag
401(k) Managed Accounts
41 posts
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 401(k) 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
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…