Steve Dorval, vice president of wealth solutions for John Hancock Retirement Plan Services, points to a classic scenario: “Someone would go to an employee education meeting and train everyone about ...

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 ...

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 ...

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 ...

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 ...

Another year, another look at your 401(k) portfolio, and possibly another sigh of frustration. What are you supposed to do? How well did you do, really? If this sounds familiar, you may have been ...

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 ...

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 ...

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE: LNC) today announced it has added an Advisor Managed Accounts service, which gives a retirement plan’s registered investment advisor (RIA) ...