Managed Accounts and Participant Advice
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Market volatility can often bring retirement plan investing—and guidance around it—onto the front burner for the plan adviser industry. With continued market volatility, inflation and talk of recession, evaluating the best qualified default investment options for the varied needs of participants becomes crucial. Whether offering target-date funds, managed accounts or some combination via dynamic QDIA, advisers are well-served to know the options and be able to discuss them with plan sponsors. Collected below is PLANADVISER’s latest reporting on managed accounts and participant advice.
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