Practice Management December 10th, 2024 Hub Projects Compliance, Due Diligence, Well-Being Will Be Essential to Plan Success in 2025 The employee benefits provider’s annual outlook also anticipates active and passive investment ‘mirroring’ in plans to mitigate risk.
Products & Services June 5th, 2024 Voya Adds Non-Core Fund Investing to Adviser Managed Accounts Advisers can include out-of-plan investment assets such CITs and alternative funds for 401(k) participant account holders.
Compliance June 4th, 2024 Lawsuit Against TIAA Over Managed Account Service Moves Forward TIAA’s request was denied to dismiss a lawsuit brought against the insurance company for allegedly pushing for participants to use...
Products & Services October 16th, 2023 Personalizing DC Investing Grows Thanks to Data, Coordination, Panelists Say Advancements in managed accounts have driven down fees, complexities and poor user experiences to improve customized retirement savings, according to...