Adviser Op-Ed: The Case for Custom Default Investment Solutions
Adviser Op-Ed: The Next Generation 401(k) Plan
Data Points: Customization and the QDIA
Industry Views on Customized TDFs, Managed Accounts
Investment Product and Service Launches
Northern Trust partners with Two Sigma; Lockton and Morningstar team up to offer adviser managed accounts; and firms launch TDFs with guaranteed income.
Equitable Retirement Vision Platform Includes Fiduciary Support for Plan Sponsors
The retirement platform is also open architecture, offering a choice from more than 16,000 mutual funds and CITs.
Expect More Usage of Managed Accounts
As workforces reduce in-person interactions and strengthen online engagement, experts are anticipating an increased interest in personalized advice managed accounts.
Investment Product and Service Launches
Russell Investments releases personalized managed accounts; Broadridge and Third Economy launch ESG advisory service; and SimCorp partners with Colmore on new data service.
Part Art, Part Science: Managed Account Due Diligence
A managed account program’s fees can be cut in half if it’s selected as a retirement plan’s default investment, although cost is just one of many important due diligence factors.
Nestle Sued Over Fees for Managed Accounts, Recordkeeping
The lawsuit contends that, in most cases, the managed account service added no material value to participants, creating asset allocations 'not materially different than' those of the age appropriate target-date options for participants.
DCIIA Publishes First Paper in Series on Managed Accounts
The primer includes a review of the basics of managed accounts, a description of how they can be offered and considerations for determining if they are right for a particular DC plan.
Investment Product and Service Launches
ISS ESG releases new ESG fund rating and EPIC Retirement releases managed account feature to service providers.
Investment Product and Service Launches
Iron Financial approves Stadion managed account on Nationwide platform; ISS ESG expands Solactive index series; and more.
Investment Product and Service Launches
Calvert launches institute for responsible investing; BNY Mellon and Wilshire Associates create TDF platform; and intellicents to use Morningstar managed account service.
Protection During Downturns
Investment Product and Service Launches
LeafHouse and Empower partner on managed accounts; Pacific Funds partners with Oranj on income-focused mutual funds; American Century Investments releases online TDF tool; and more.
QDIAs Have Evolved. They Will Again After the Coronavirus.
The Pull of Managed Accounts: Protection in Downturns
Investment Product and Service Launches
iJoin creates managed account program, and Ameritas launches glide-path tool for employer-sponsored plans.
Investment Product and Service Launches
Vanguard modifies managed payout fund; Transamerica launches stable value option for 403(b)s; Fidelity announces health savings mutual funds; and more.