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Sustained Growth, Fee Compression Drive DC Structural Evolution
Plan sponsors have shifted toward offering passive and blended TDFs and terminating managed accounts, NEPC found in a recent survey.
Alta Trust and Morningstar Launch Foundation Series CITs
The six multi-manager collective investment trust portfolios are designed for use inside managed accounts.
Managed Accounts Boost Median Lifetime Wealth Ratios by 7.7%
The outcomes were most pronounced among early adopters, according to research from Morningstar.
« Ask the Experts: Why Did an IRS Notice for 2025 List DC-Roth Income Limits?