Tag: managed account

Empower plans to distribute the four new offerings through advisers and consultants.

SEI signs on as trustee to Pictet collective investment trusts; Voya officially launches dual QDIA; and Standard Insurance Company bolsters...

Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new...

The third quarter also saw increases in withdrawals and loans as participants managed expenses amid inflation and higher borrowing costs.

The consulting firm's latest survey revealed that managed account sponsors have significant concerns about plan advisers’ ability to optimize portfolio...

A recently published fee guide can help plan sponsors navigate different recordkeeping, advisory and asset management options.

Advisers prefer managed accounts as a retirement income solution, a PIMCO survey shows.

Managed account solutions may present opportunities for wealth management firms to grow assets and revenues, but they also carry risks...

As they head into 2022, DCIO sales and marketing units report appreciating stock prices and improved net sells that they expect to continue.

The firms, which collaborated to launch a new adviser managed account solution, say the retirement plan industry has both the...

Designed for institutional and corporate retirement plan clients, PRS delivers personalized insights, guidance and tools.

Resources continues to expand its proprietary advice solution across multiple recordkeeping platforms.

This is the first time it is pairing a managed account and retirement planning solution from its chief investment office.

The firm is also offering a 90-day trial period of its managed account solution to retirement plan participants.

It will soon offer the personalized managed account platform to participants.

Sponsors are beginning to be willing to adapt their plans to accommodate retirees' lifetime income needs.

At year-end 2018, 66% of new plan entrants were enrolled via automatic enrollment.

Employers are offering this assistance in a variety of ways, including managed accounts, target-date funds and investment advice, according to PSCA.

Notably, more than 60% of employers want to keep retirees in their plan, and they are looking to change their targeted communications to inspire action, Alight Solutions found.