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Wednesday, November 9th, 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.
Advisers Turn to Managed Accounts as Demand for Customized Plan Design Options Grows
They began with broad adoption at large accounts, and smaller employers are increasingly considering them as a solution for their plans.
Recordkeepers Help Advisers Get Personal
How recordkeepers partner with advisers on managed accounts, retirement income and financial wellness.
Advice Demand Buoys Optimism About Managed Account Growth
Survey data from Edelman Financial Engines suggest that, among those who spoke with a financial professional during a significant life event, virtually all of them found the interaction to be ‘highly valuable.’
Evolution in Investment Vehicles Presents Opportunity
Experts discussed their views on collective investment trusts, exchange-traded funds and separately managed accounts as investment options during PLANADVISER’s latest Practice Progress webinar.
Fidelity Offers Direct Indexing Products Touting More Personalized Investment Options
Direct indexing is driving growth in personalized account management for tax advantages, value-driven investing. 
Asset Flows Affect Plan Decisions
Clients can adjust for the economy by evaluating participant’s qualified default investment alternative and considering re-enrollment. 
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