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

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% ...

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 ...

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 ...

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 ...

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 ...

“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 ...

More plan sponsors are prioritizing retirement income and considering managed accounts as an opt-in option in 401(k)s, according to T. Rowe Price's 4th annual consultant study.

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

At a recent TPSU training program, Fisher Investment’s Jonathan Dues made the case for managed accounts. One plan sponsor asked why she needed it, as her retirement plan advisor provided ...

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 ...