Managed Account Fiduciary Checklist
Several class action lawsuits have been filed related to managed account programs on behalf of 401(k) participants. While the courts have dismissed these lawsuits, the issues raise serious questions for…
Managed Account Fiduciary Case Study
Looking to improve the overall employee benefits offering, the sponsor of approximately $10 billion defined contribution plan began offering managed accounts. Since they managed account provided participants investment advice, the…
6 Questions to Ask When Evaluating Managed Account Providers
The popularity of managed accounts is bringing more providers into the managed account providers market. As little as five years ago, plan sponsors were captive to a single managed accounts…