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

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 ...

Benchmarking goes far beyond performance, Pannozzo says. It requires looking at how the managed account is being used, including how many people are providing information that the managed account can ...

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% ...

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 ...

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 ...

Here are three investment strategies that, combined with continued contributions, can turn that $100K into a nest egg you can ...

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 ...

Average 401(k) retirement balances fell 3% from late last year through the first three months this year, according to ...

“Managed Accounts are designed to help participants feel confident that they have the right strategies in place when it comes to saving and investing for retirement,” said Craig Hawley, senior ...

With financial advisor-managed accounts expanding by the trillions of dollars, annuity issuers are pitching an insurance strategy designed to reduce the risk of outliving retirement savings. A ...

One of the most common reasons for rolling over a retirement account is to move it out of a former employer’s plan. In that case, a 401(k) is rolled into an IRA at another brokerage of your ...