Tag: customization

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 data shows usage of default managed accounts has been cut in half.

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 others may not want to go down this path.