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: Personalization in DC
Providers See Managed Account Growth in Personalization
As managed accounts gain traction in defined contribution investment lineups, providers say customized advice can improve participant outcomes.
Experts: Good Demographic Data Key to Driving Plan Design
Going beyond foundational participant data is valuable in addressing employee needs and attitudes, according to a panel of retirement industry...