Investing
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.
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 customized portfolios at scale.
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.
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 fine way to go.