Professionally managed accounts within 401(k)s are having a moment. But whether or not you should pay for that extra ...

If your finances are complex or you're getting ready to retire, a managed account might be a better option than a target-date fund.

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 ...

He also emphasizes the usefulness of managed accounts in decumulation, a key area for the retirement plan industry as more people retire with 401(k) assets as their primary payout vehicle. In-plan ...

An account managed by a financial professional can supplement your retirement income, but beware of fees that could be higher than other investment strategies. Kiplinger Save up to 74% ...

EFE’s analysis found managed account members contribute an average of 9.1 percent of their income to their retirement accounts, compared to 7.8 percent for non-members and 7.4 percent for ...

And lastly, I think we would have seen a lot more adoption of managed accounts as a QDIA or Dynamic QDIA in 2021 had the pandemic not hit. That's because we don't think plan sponsors will make ...

Nonetheless, he says certain advantages such as new technological innovations and more advanced/responsive asset-allocation strategies make modern managed accounts a compelling competitor for a given ...

Question: I have two retirement accounts managed by a large broker, but they performed below the S&P 500 and other indices in 2023.I also have accounts I manage myself, and these performed above ...

Morningstar and Dimensional Fund Advisors are planning to launch a new managed account service that's aimed at advisors who want to offer 401(k) plans that create stickier, lifelong relationships ...

In 2020, more than 2 in 5 employers (43.6%) offered a managed account in their retirement plans, up from 34.2% in 2010, according to the Plan Sponsor Council of America's latest survey of profit ...

I'm trying to decide whether to invest my savings in a managed account or a target-date retirement fund. Which do you think I should choose? -- W.B.