The Markets March 31st, 2021 Adviser Op-Ed: The Case for Custom Default Investment Solutions Michael Volo at CAPTRUST says it makes sense that target-date solutions have evolved the same way retirement plan products have...
The Markets March 30th, 2021 Adviser Op-Ed: The Next Generation 401(k) Plan Brad and Grant Arends at intellicents explain why they are committed to using managed accounts as a means of delivering...
The Markets March 30th, 2021 Data Points: Customization and the QDIA Five years ago, more than 10% of plans that offered managed accounts used them as a default. Today? Our proprietary...
Compliance March 30th, 2021 ERISA Attorney Q&A: Customization and Litigation One expert attorney says sophisticated employers with the right internal expertise might want to explore custom default target-date funds, while...
The Markets March 30th, 2021 Industry Views on Customized TDFs, Managed Accounts Customization has significant appeal, but for the vast majority of participants, retirement plan experts say off-the-shelf TDFs are still a...