2015
Managed Account Buyer’s Guide

The six providers included in the 2015 PLANSPONSOR Managed Account Buyer’s Guide have added nearly 30,000 new plans/clients since 2012, a growth rate nearly double that seen in total defined contribution plans during the same period—28% vs. 15%. To differentiate their products from target-date funds, managed account providers are making services more personalized, relevant and engaging to plan participants. Common areas of improvement included new or enhanced processes/tools to assist with retirement income planning and additions to the online experience—i.e., mobile support, expanded content, etc. Many now also offer “retail” versions of their products so that participants may continue their relationship should they leave the plan.

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To access this content, please register or log in to your PLANSPONSOR account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started. To access this content, please register or log in to your PLANSPONSOR account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.

To access this content, please register or log in to your PLANSPONSOR account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started. To access this content, please register or log in to your PLANSPONSOR account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.

To access this content, please register or log in to your PLANSPONSOR account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.