Client Service
The Need for NQDC Support
Fewer than half of recordkeepers offer ‘top hat’ services for HCEs.
Tag: customization
Advisers Turn to Managed Accounts as Demand for Customized Plan Design Options Grows
They began with broad adoption at large accounts, and smaller employers are increasingly considering them as a solution for their...
Adviser Op-Ed: The Next Generation 401(k) Plan
Brad and Grant Arends at intellicents explain why they are committed to using managed accounts as a means of delivering...
Data Points: Customization and the QDIA
Five years ago, more than 10% of plans that offered managed accounts used them as a default. Today? Our proprietary...
ERISA Attorney Q&A: Customization and Litigation
One expert attorney says sophisticated employers with the right internal expertise might want to explore custom default target-date funds, while...
Industry Views on Customized TDFs, Managed Accounts
Customization has significant appeal, but for the vast majority of participants, retirement plan experts say off-the-shelf TDFs are still a...