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Wednesday, August 10th, 2022
A biweekly topical newsletter from PLANADVISER
Managed Accounts & QDIAs
It is often during times of stress that the defined contribution plan investment menu comes into the sharpest focus, and the current market environment can undoubtedly be described as stressful. Such periods always raise questions about how default investment options, whether target-date funds or managed accounts, should respond to surges of volatility and questions about the possibility of a recession. Collected below is PLANADVISER’s latest reporting on this important topic. We hope you share some of what you read with a client or colleague.
Practice Management
A Conversation About Managed Accounts
Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them a strategic growth priority, during PLANADVISER’s latest Practice Progress webinar.
Learn From Income Innovators at PANC 2022
Hear UCLA Professor Emeritus Shlomo Benartzi speak about practical solutions for creating an income plan, based on his groundbreaking research into behavioral finance.
Data & Research
What Mutual Fund Fee Disparities Mean for Retirement Savings
Retail investors generally pay more fees in IRAs than in workplace plans, leading to higher costs and lower long-term savings.
Practice Management
Risks and Rewards of Managed Accounts
Managed account solutions may present opportunities for wealth management firms to grow assets and revenues, but they also carry risks that must be effectively managed.
Data & Research
Personalized Participant Investment Experience and Data Integration Are Top Priorities for Advisers
Advisers prefer managed accounts as a retirement income solution, a PIMCO survey shows.
The Role of the 401(k) in Today’s Tight Labor Market
Designing a retirement plan that meets the needs of the business—and today’s employees—requires a fresh outlook.
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