Which Metrics Best Define Success in Managed Accounts?
When assessing managed accounts, advisers and sponsors may want to consider all the services involved.
EXCLUSIVES
Can Managed Accounts Help Solve Decumulation?
As with many products, retirees who are disengaged from their accounts may end up paying a higher price.
Measuring Managed Accounts’ Appeal Across Age Groups
Managed accounts might seem more attractive for older demographics with more complex finances, but younger participants may see different benefits.
Recordkeeper Data on PEP Adoption
Three dozen recordkeepers give insights into their strategies with pooled employer plans.
Do State Auto-IRAs Act as Small Plan Stimulators?
Experts say state mandates initiate conversations, rather than competition.
PEP Efficiency: Well Worth the Customization Limits
The reduced administrative complexity and fiduciary responsibility in pooled employer plans often outweigh any perceived loss of control.
Why Employers Are Choosing PEPs
Advisers say transitioning into a pooled employer plan often resembles a traditional recordkeeper conversion, but there can be complications if...
Small Retirement Plans, Big Opportunities
Advisers cite talent development, operational efficiencies and long-term growth potential as reasons to serve micro-plan clients.
Why It’s So Hard to Get Gig Workers to Save for Retirement
Lawmakers have floated new retirement plans, portable benefits and federal incentives for independent workers, but more options might not mean...
The Evolving ‘Face’ of Investment Models
Industry professionals continue to look for ways to personalize investment products for retirement plan participants.
A Concentrated Market
As DCIO competition intensifies, can smaller investment managers and providers keep up?
CIT Adoption Ticks Up as Providers Focus on Transparency, Growth
Collective investment trusts are becoming a staple of defined contribution plans, driven by flexibility and lower costs.
Rethinking Diversification in an Interconnected Global Market
Some experts argue that retirement plan fiduciaries should not look merely at investment returns, but also consider how much risk...
How ‘Nimbler’ Investment Menus, Benchmarking Tackle Complexity
The chief product officer of Fiduciary Decisions shares his views about, among other trends, how investment fiduciaries are impacted by...
Personalization Takes Front Seat in Investment Menu Trends
Advisers say target-date funds and managed accounts are gaining attention as plan sponsors seek more personalized participant outcomes.