Morningstar found that their plan inclusion generates the largest relative improvements for lower- and middle-income plan participants.

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 ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...

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 ...

A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them. Managed accounts appear to work well for participants who use them, but may ...

Separately managed accounts (SMAs), or custom investment portfolios overseen by professional money managers, were once reserved for the high-net-worth. But recently, according to The Wall Street ...

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 ...

Record keepers are racing to roll out adviser managed accounts in a bid to satisfy registered investment adviser firms clamoring to make the accounts available to their plan sponsor clients. Voya ...

At a recent TPSU training program, Fisher Investment’s Jonathan Dues made the case for managed accounts. One plan sponsor asked why she needed it, as her retirement plan advisor provided guidance to ...

A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...