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 ...

One of the most important decisions retirement plan sponsors and advisers have to make is which qualified default investment alternative makes sense for a plan’s participants. Authorized by the ...

The managed account provider says analysis reveals personal data inputs doubled over the past decade. Edelman Financial Engines says the number of participants adding personal inputs into managed ...

What’s better than a set-it-and-forget-it retirement savings strategy? Since 2006, 401(k) plan sponsors have been able to effortlessly encourage their employees to save. Moreover, the preferred ...

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 ...

Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce. For BT Financial Group (BTFG) head of managed accounts Steve Dammerer, the idea that ...