Managed accounts have been an option in defined contribution plans for more than two decades, but with limited adoption and engagement, many think they are not being realized to their true potential.

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 ...

Vestwell is preparing the first managed-account option for its digital 401(k) record-keeping service, a product that uses Franklin Templeton’s Goals Optimization Engine, the companies announced ...

WINDSOR, Conn., Nov. 2, 2020 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that SS&C Retirement Solutions has added ProNvest, an industry-leading managed account ...

SEATTLE, Sept. 9, 2020 /PRNewswire/ -- Milliman announced that it has added Morningstar advisor managed accounts to its retirement plan administration services. Advisor managed accounts allows a ...

Managed accounts are rapidly becoming a centerpiece of the modern 401(k). Fidelity data shows that access to the once-niche service has surged from 17% of plans in 2014 to 42% by 2023, reflecting a ...

Additional customization and personalization to meet participant needs with dynamic Qualified Default Investment Alternative strategy A dynamic QDIA provides flexibility for the plan to offer two ...

A 2022 update on how managed accounts services can help guide employees on how much to save, how to invest their savings, and when to retire. In this updated paper, we continue to analyze the value ...