Tag: managed accounts

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...

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and...

“Growing emphasis on financial wellness, concerns about lack of retirement income options within employer-sponsored plans, increasing customization for the participant,...

According to the lawsuit, Stadion directed participants’ accounts into investments that would better benefit itself and Mutual of Omaha, and...

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for...

BlackRock Launches Multiple ESG Funds and Tools; Fingage Managed Account Solution Added to LT Trust Recordkeeping Platform; Franklin Templeton Acquisition...

US SIF Launches Money Manager-Focused Guide, and Wells Fargo Updates Personalized Solution.   

Lincoln Financial creates personalized target-date portfolios; Aon Hewitt-managed pooled funds claim compliance with GIPS; Vanguard launches Global Credit Bond Fund;...

Through the expanded Fidelity managed account program, employees will benefit from “ongoing, proactive engagement, including expanded annual checkups, reminders, and...

There are a number of investment vehicles to consider when drafting a plan menu that best suits the plan's participants.

Panelists discussed recent trends with asset allocation vehicles, and how plan sponsors can help participants comprehend what it all means.