Measuring Managed Accounts’ Appeal Across Age Groups
Managed accounts might seem more attractive for older demographics with more complex finances, but younger participants may see different benefits.
Tag: Managed Accounts and Participant Advice
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.
Bringing Advice to the Masses
When offered, managed accounts can provide a full financial planning experience—from accumulation through retirement.
Voya Saw 10% Growth in Managed Accounts in 2022
Participants held steady elsewhere, but Voya credits uptick to enrollment campaigns, new plan features and free trials.