Tag: managed accounts

With costs coming down and digital and robo-advice technology getting participants to share more personalized information, sources say managed accounts...

Lockton and Morningstar team up to offer adviser managed accounts and firms launch TDFs with guaranteed income.

It also include 3(21), 3(38) and 3(16) fiduciary support for plan sponsors

Peg Knox, with the Defined Contribution Institutional Investment Association (DCIIA), says plan sponsors have many things to review before selecting...

A prior lawsuit against its 401(k) plan recordkeeper and managed account provider was dismissed, with a federal judge saying any...

A ‘dynamic QDIA’ that starts participants off in TDFs and then moves them to managed accounts is a potential trend...

The primer is the first in a series of four papers DCIIA will issue that will cover the basics of...

ISS ESG releases new ESG fund rating and EPIC Retirement releases managed account feature to service providers.

ISS ESG expands Solactive index series; Vanguard reveals ESG U.S. corporate bond ETF; and more. 

Calvert launches institute for responsible investing; BNY Mellon and Wilshire Associates create TDF platform; and intellicents to use Morningstar managed...

American Century releases online TDF tool; Securian adds personalized managed accounts to solutions; BNY Mellon launches Investor Solutions RIA; and...

iJoin creates managed account program, and Ameritas launches glide-path tool for employer-sponsored plans.

Vanguard modifies managed payout fund; Transamerica launches stable value option for 403(b)s; Fidelity announces health savings mutual funds; and more.

CUNA Mutual adds Stadion managed account service to platform; MSCI creates new fixed income indexes; Transamerica decreases fees on two...

Harbor Capital offers Robeco equity funds to U.S. clients; E*TRADE enhances stock plan administration platform; T. Rowe Price presents China...

Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.

Do managed accounts or larger investment menus encourage participants to add more to their DC plans?

The adoption of enhanced defined contribution (DC) plan features has led to increased plan participation and optimized portfolio construction for...