Tag: Managed Account

The Personal Retirement Strategy program includes a dual 3(21)/3(38) solution for retirement plan sponsors.

While Bank of America had offered a managed account solution with Morningstar as the investment manager, this is the first...

The firm is also offering plan participants a 90-day trial period of its managed account solution.

Environmental, social and governance investing is slowing becoming pervasive in DC plans, particularly as Millennials are poised to become the...

Use of managed accounts, target-date funds, individual advice and automatic placement into a qualified default investment alternative are on the...

More than 60% of employers want to keep retirees in their plan, and 33% prefer that terminated employees keep their...

They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.

The Standard recommends automatic plan features as well as managed accounts.

Preparing participants financially to be able to retire beat out reducing plan costs as plan sponsors' top concern in this...

Average individual 401(k), 403(b) and IRA account balances increased year-over-year, according to the latest cut of data from Fidelity’s book...

One of the most common approaches to valuing managed account services is to compare historical investment performance with a target-date...