Managed Account Buyer’s Guide

A Custom Fit: With managed accounts, the more participant input, the better the allocation strategy.


This August, PLANSPONSOR invited leading providers of managed account services to complete a short questionnaire summarizing their experience and capabilities in servicing defined contribution (DC) plan participants. Invitees were selected based on data from our 2018 Recordkeeping Survey and offer the most common solutions available to plan sponsors. The survey received responses from five independent advisory firms (see profiles on this page) and managers of five sub-advised offerings (see sidebar, page 46). Recordkeeper relationships were ascertained from available sources and may be incomplete or subject to change; please contact vendors directly for current availability or options. More extensive product descriptions of advisory firms are available at www.plansponsor.com/research. For additional information related to this or any of PLANSPONSOR’s industry surveys, please email surveys@strategic-i.com.