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 ...

Broadcast Retirement Network Managed Accounts Interview Jeffrey Snyder and Matthew Condos discuss managed accounts in retirement planning. The conversation focuses on the importance of personalization ...

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 ...

Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were not on track for retirement. Almost two-thirds of retirement ...

Morningstar Investment Management and asset manager Dimensional Fund Advisors are launching an automated managed accounts service for financial advisors and RIAs, to bring customizable planning and ...

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 ...

More employers are adding managed accounts to their workplace retirement plans despite what industry experts say is ambivalence about these products. While employers are looking to help workers ...