Managed Accounts Can Improve Plans That Have Lower Defaults, No Escalation
According to Morningstar, younger savers especially can benefit from compounded interest.
Tag: managed accounts
Nuts & Bolts: Managed Accounts, Personalized Solutions
Within a defined contribution plan lineup, managed accounts provide unique personalization for clients often through participant data and more access...
How Advisers, Pre-Retirees Can Resist Volatility-Inspired Trades
As financial advisers show concerns about structural economic risks, experts say retirement strategies need long-term focus.
DC Plans Shift Toward Passive TDFs, Lower Fees
Plan assets grew 27-fold while the number of participants increased 8-fold over 2 decades, per NEPC.
Alta Trust and Morningstar Introduce 6 Multi-Manager Portfolio CITs
The collective investment trust series is supported by funds from eight asset managers.
Retirement Income Strategies, by the Numbers
Nearly half of 2025 PLANSPONSOR Plan Participant Survey participants reported having less than $100,000 in total retirement savings.
Early Adopters of Managed Accounts Could See Larger Gains
Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, according to Morningstar.
Managed Accounts, TDFs or Both?
Participant engagement and fees are two major factors when considering qualified default investment alternatives.
Envestnet Plans $1B R&D Spend Over 5 Years
The company’s goals include improving its managed account infrastructure and increasing access to investing in alternatives.
SEC Fines Vanguard and Empower More Than $25M for Adviser Compensation Disclosure Failures
The two companies allegedly provided misleading statements and failed to disclose conflicts to retail and retirement plan investors, according to...
Morningstar Finds Managed Accounts Help ‘Off-Track’ Participants Most
Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were...
LeafHouse, Capital Group Introduce Personalized Target-Date Service
Target Date Plus, powered by LeafHouse, uses up to 10 participant data points to customize portfolios for each participant.
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...
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.