Tag: Managed Account

The commission accused the two companies of providing misleading statements and alleged they failed to disclose conflicts to retail and retirement...

The firm is joining forces with several private investment fund managers and custodians to bring private investments to managed accounts...

The complaint accused the engineering and construction firm of defaulting participants into a high-fee option that provided no benefits compared...

Fidelity is seeking agreement from shareholders to reorganize funds offered through Fidelity Personal & Workplace Advisors LLC by RIA Strategic...

Voya officially launches dual QDIA; MassMutual introduces first sub-advised municipal bond strategy and selects sub-adviser; SEI signs on as trustee...

Standard benchmarking may not yet cover such offerings, but plan sponsors can monitor participant satisfaction, plans’ stated objectives.

Despite the many advantages of managed accounts, plan sponsors still have reservations due to concerns about fees, litigation and participant...

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Although plan sponsors and financial professionals foresee some differences, they all expect changes to the retirement industry by 2030.

The Personal Retirement Strategy program includes a dual 3(21)/3(38) solution for retirement plan sponsors.

While Bank of America had offered a managed account solution with Morningstar as the investment manager, this is the first...

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

Environmental, social and governance investing is slowing becoming pervasive in DC plans, particularly as Millennials are poised to become the...

Use of managed accounts, target-date funds, individual advice and automatic placement into a qualified default investment alternative are on the...

More than 60% of employers want to keep retirees in their plan, and 33% prefer that terminated employees keep their...

They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.

The Standard recommends automatic plan features as well as managed accounts.

Preparing participants financially to be able to retire beat out reducing plan costs as plan sponsors' top concern in this...

Average individual 401(k), 403(b) and IRA account balances increased year-over-year, according to the latest cut of data from Fidelity’s book...

One of the most common approaches to valuing managed account services is to compare historical investment performance with a target-date...