Tag: managed accounts

BlackRock announces option to include annuities in target-date strategies; Vanguard expands active roster with Core-Plus Bond Fund; Willis Towers Watson,...

David M. Blanchett, with PGIM DC Solutions, discusses how offering both TDFs and managed accounts in a retirement plan reduces...

iJoin partners with ProNvest; MSCI Releases new climate solution; ProManage launches managed account service with Nyhart; and more.

The growing trend toward personalization in retirement accounts motivated the partnership between the two firms, Todd Lacey, with Stadion, tells...

Northern Trust announces latest digital document capture feature; Adaptive Investments partners with WealthShield to manage portfolios; and Equitable adds managed...

Helping DC plan participants create retirement income starts with the savings experience and includes using technology to offer customization opportunities,...

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.