Serving Growth-Asset Needs of Older Participants, Retirees
Incorporating alternative assets into a defined contribution investment lineup is an opportunity to reflect older participants’ desire for growth, experts...
Tag: managed accounts
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Investment Product and Service Launches
Securian and QPA launch managed account for plan sponsors; Franklin Templeton teams with experts on free alternative investment education program;...
Empower Hit With Managed Account Lawsuit
The suit claims Empower instituted "fraudulent sales tactics" to "lure" 457 plan participants into its managed accounts.
Managed Account Fees Challenged in Latest ERISA Lawsuit
The lawsuit comes as retirement plan sponsors and participants express increased interest in personalization and managed account services.
PSNC 2022: The Evolving DC Plan Investment Menu
Customization and, more recently, inflation hedging are considerations for defined contribution plan investment lineups.
Consultants’ Say Leading Clients Prioritize Evaluating Retirement Income
Consultants report 76% of plan sponsors prefer to retain retiree assets in plan, up from less than half in 2015.
Retirement Plan Participants Need Help With Retirement Income
From in-plan to out-of-plan, guaranteed or not, retirement plan sponsors have many options and many decisions to make.
QDIA Basics
What plan sponsors need to know about qualified default investment alternative rules and how to select the appropriate one for...
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Investment Product and Service Launches
Retirement Plan Advisors expands solutions to include adviser managed accounts; State Street Global Advisors announces high-yield debt ETF; Morningstar and...
Retirement Plan Menus Shift With the Times
A new survey finds the continued growth of plan assets in target-date funds may be reducing the importance of the...
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American Trust Partners With iJoin on Retirement Solutions
The alliance will offer participants a personalized enrollment, investment and education experience.
New Developments in Managed Accounts
Lower fees, more services and new distribution methods might make managed accounts worth a new look for DC plan sponsors.
Plan Sponsors Expected to Bring Changes Benefiting Workers
A higher salary might not be as effective to attract recruits as providing generous benefits, such as larger employer matching...
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Franklin Templeton to Offer Technology Through iJoin’s Personalized Managed Accounts
With the partnership, participants in smaller plans will have access to a goals-based investing solution.
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Investment Product and Service Launches
BlackRock announces option to include annuities in target-date strategies; Vanguard expands active roster with Core-Plus Bond Fund; Willis Towers Watson,...
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Managed Accounts and Target-Date Funds Are Not a Zero-Sum Game
David M. Blanchett, with PGIM DC Solutions, discusses how offering both TDFs and managed accounts in a retirement plan reduces...
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Investment Product and Service Launches
iJoin partners with ProNvest; MSCI Releases new climate solution; ProManage launches managed account service with Nyhart; and more.
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Franklin Templeton Partners With Stadion to Offer Personalized Managed Accounts
The growing trend toward personalization in retirement accounts motivated the partnership between the two firms, Todd Lacey, with Stadion, tells...
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Investment Product and Service Launches
Northern Trust announces latest digital document capture feature; Adaptive Investments partners with WealthShield to manage portfolios; and Equitable adds managed...
Technology and Personalization Play a Part in Next Gen Retirement Income
Helping DC plan participants create retirement income starts with the savings experience and includes using technology to offer customization opportunities,...