Browsing Tag
401(k) Managed Accounts
44 posts
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…
Over the Target: Custom TDFs and Managed Accounts in 401(k) Plans
Much is made of the increasing need—and demand—for customization in retirement plans, and custom target-date funds and managed accounts.
Spotlight: The Value of Managed Accounts in 401(k) Plans
Cerulli Associates recently took a look at managed accounts in the defined contribution (DC) space, and (little surprise)…
How Do Managed 401(k) 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 401(k)s?
Despite solid growth, defined contribution (DC) managed account assets are being starkly under-utilized by retirement savers according to the latest research from Cerulli Associates.
What Managed Accounts Offer That Target Dates Miss (Supposedly)
Managed accounts offer customized retirement savings, higher savings rates, and better diversification. Learn how they outperform TDFs.
Managed Accounts: Are They Right for Your Plan Sponsor Clients?
As the American workforce has come to depend increasingly on defined contribution (DC) plans for retirement, the approach…