Tag: managed accounts

“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.

Franklin Templeton expands ETF lineup with three additional funds; ABG and Russell partner on managed account program; and more.

However, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more...

“The world is moving toward big data, and thus far as an industry we haven’t been able to use big...

Common sources of plan sponsor and participant concern with managed accounts include cost concerns, lack of participant understanding, and lack of...

BCG adds 401(k) managed account from Stadion to recordkeeping platform; Mercer partners with Investment Metrics for client reporting; BCM TDF...

Cerulli Associates suggests that if retirement plan sponsors position managed accounts as a valued service it could alleviate concerns about...

“Plan sponsors that prioritize their goals and objectives strategically have the opportunity to both enhance participant outcomes and mitigate risks.”...

Swerdlin & Company integrates Stadion Storyline; Vanguard offers first U.S. actively managed ETF suite; and AAM enters U.S. ETF market...