• How should fiduciaries evaluate managed accounts?

Get the Managed Account Checklist!

fiduciary checklist for managed accounts

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 in-house fiduciaries when evaluating managed account programs.

Read this 10-page guide to learn:

  • Different arrangements that can exist between the recordkeeper and the managed account service provider.

  • The 9 areas you should consider when selecting and managing managed account providers.

  • How proper governance and documentation can prevent major problems down the road.