Do Private Markets Present a Lucrative Opportunity ‘Fraught With Peril’?
Jerry Schlichter says fiduciaries’ responsibilities have been complicated by provider desires to make private market investments available via 401(k) plan...
Tag: managed accounts
What’s Next for Managed Accounts?
Technological evolutions could help the personalized options become more efficient—and more popular.
Could Managed Accounts Replace TDFs as Plan QDIAs?
Despite target-date funds’ ubiquity, there are selected use cases for managed accounts as qualified default investment alternatives.
Industry Access to Managed Account Platforms
Availability for participants is determined by recordkeeper partnerships
Bringing Advice to the Masses
When offered, managed accounts can provide a full financial planning experience—from accumulation through retirement.