Smaller Plan Sponsors More Likely to Default to TDF that Moves to Managed Accounts
A hybrid QDIA solution that transfers participants from a TDF into a managed account can be a hard sell, say...
Tag: 401(k) Participants
Marsh McLennan Agency Adds IRA Offering for ‘Main Street’
Retirement and wealth head discusses the firm’s IRALogix-backed offering to extend further into wealth management solutions for participants.