A “managed account” is a discretionary portfolio management service that makes investment decisions for individual participants within the confines of a 401(k) plan and its fund options. This service ...

Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be able to afford an individual adviser. Many plan advisers and their clients ...

View post: Walmart has an early Black Friday deal on a $124 pop-up storage shed for only $80 Broadcast Retirement Network Managed Accounts Interview Jeffrey Snyder and Matthew Condos discuss managed ...

Managed accounts have been a defined contribution plan option for more than 20 years. Wilshire Advisors LLC’s November 2023 report, “The Future of DC: Personalized Investing,” noted that the ...

The adoption of managed accounts as a QDIA has been limited; however, there has been an up-tick in the percentage of plans utilizing them as an opt-in service. Deterrents for selecting a managed ...

An Outcry for Retirement Advice A Plan Sponsor’s Role Filling the Need Underneath the well-documented retirement crisis, another plight is unfolding: a scarcity of accessible, quality retirement ...

NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm provides managed accounts. Prudential Retirement plans ...

Morgan Stanley, one of the largest sponsors of managed accounts in the U.S., has outsourced its middle and back office services for its managed account platform Alphas. The provider will be GlobeOp ...

When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...