A recent report calls managed accounts one of the most common forms of personalization providing professionally managed, individualized investment and savings-rate guidance.

One of the most important decisions retirement plan sponsors and advisers have to make is which qualified default investment alternative makes sense for a plan’s participants. Authorized by the ...

As more employers are adding managed accounts to their retirement plans, there is a growing interest in also using them as a Qualified Default Investment Alternative (QDIA). 1 They offer personalized ...

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account that is owned by an ...

A managed accounts service can help guide employees on how much to save, how to invest their savings, and when to retire. In this paper, we explore the impact managed accounts can have on participants ...

If you’re like many advisors, a good portion of your book may be in managed accounts. As such, when you’re considering leaving to start an RIA or join one, it’s critical to know how to properly ...

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 ...