A “managed account” is a discretionary portfolio management service that makes investment decisions for individual participants within the confines of a 401(k) plan and its fund options. This service ...

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 ...

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 ...

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 ...

NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm provides managed accounts. Prudential Retirement plans ...

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 ...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Empower Retirement today announced a new means of delivering customized advisory services to workers saving for retirement through close collaboration with ...

Managed accounts is a personalized retirement service that employees can use as an alternative to target-date funds or a financial advisor. In addition to tailoring the investment selection based on ...

WINDSOR, Conn.--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA), announced today the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment ...