Data & Research June 24th, 2024 NEPC Looks at ROI of Managed Account Savings Advice In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution...
Data & Research June 24th, 2024 Vanguard: Roth 401(k) Savings Show Steady Growth Vanguard’s annual America Saves report shows an uptick of Roth 401(k) use both in terms of availability and participant use.
Products & Services June 13th, 2024 Strategic Retirement Partners Launching PEP With Alerus The advisory’s second pooled employer plan will include a default iJoin managed account and has plans for a TIAA/Nuveen retirement...
Products & Services June 10th, 2024 Vetting of QDIAs Is Crucial as Options Proliferate Fiduciaries must have a strong process to determine the best qualified default investment alternative for their plan’s participants, said a panel at...
Products & Services June 5th, 2024 EFE Finds Increased Participant Inputs to Managed Accounts The managed account provider says analysis reveals personal data inputs doubled over the past decade.
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 May 16th, 2024 Do Managed Accounts Need a Rebrand? A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them.
Deals & People May 13th, 2024 Edelman Financial Continues Wealth Management Push with First Deal of 2024 The leading 401(k) managed account provider continues to build out its wealth planning footprint with acquisition of $453 million Soundmark.
Products & Services April 5th, 2024 LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.
Products & Services March 8th, 2024 The Standard Adds Personalized Managed Account Solution The offering comes via partnership with Stadion Money Management and includes the option of an adviser-managed account setup.
Products & Services February 29th, 2024 401(k) World: DCIO Managers Adjust to Fee Pressures The fourth story in this PLANADVISER In-Depth series considers how the rise of CITs and passive options have changed retirement...
Deals & People February 27th, 2024 Voya Creates Team Focused on Managed Accounts The specialist group will work to increase managed account participant usage and distribution across Voya platforms.
Client Service February 26th, 2024 Recordkeepers Are Leaning In on Managed Account Offerings Representatives from Fidelity, Vanguard, Empower and Principal discuss their proprietary and partnered managed account offerings and growth.
View Points February 21st, 2024 It’s Time We Stopped Evaluating Managed Accounts From 2006 iJoin’s CEO discusses the evolution and current state of managed accounts.
Products February 12th, 2024 EFE Sees Managed Account Assets Hit $210B The managed account provider for 45% of the market also notes improved user engagement.
Products February 1st, 2024 Managed Accounts: Past & Present The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?
Products February 1st, 2024 Are Managed Accounts Good for Less Wealthy Retirees? Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be...
Products February 1st, 2024 Managed Accounts, By the Numbers PLANSPONSOR’s latest plan sponsor research reveals how managed accounts are being used—or not—on the ground.
Deals & People January 23rd, 2024 Franklin Retirement Heads Aim to Double AUM Yaqub Ahmed and Steven McKay, once competitors in the marketplace, will now seek to meet the AUM goal for Franklin's...