Mercer Lays Out Goals for DC Plans for 2019
They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.
Tag: managed account
Practice Development
Retirement Income Options
Why advisers should offer solutions to their plan sponsor clients
Pershing Offers Turnkey Managed Account Solution for RIAs
Managed360 features a diverse set of investment options.
Another Survey Finds Saving for Retirement Is Employees’ Top Financial Concern
Monthly expenses are their second concern, The Standard found in a survey.
Preparing Participants for Retirement Is Sponsors’ Top Concern
To help employees achieve their savings goals, 82% of sponsors are making changes to plan design, and 83% are updating their investment menus.
Fidelity Debuts Personalized Planning and Advice Solution
According to Fidelity, the enhanced managed account solution combines a personalized digital experience, discretionary investment management, ongoing support and access to a team of professional planning consultants.
Investment Product and Service Launches
Franklin Templeton Creates Additional Active Funds; Hartford Funds Presents ETF Focused on Fixed Income; First Trust Introduces Actively Managed ETF; and more.
Investment-Oriented
A QDIA in Transition
Participants are moved to a managed account as they draw close to retirement