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 ...

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% ...

The Standard’s stance is that because managed accounts “may consider more participant details, such as income, gender, salary and deferral rate” they support “the development of a holistic investment ...

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 ...

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

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 ...

The number of employers offering managed accounts in their workplace retirement savings plans has shrunk, according to NEPC’s "Defined Contribution Plan Trends and Fee Survey" released March 4 ...

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 ...

With IRAs, 401(k)s and other tax-deferred accounts, the I.R.S. allows retirement savers to invest now and pay taxes later. Once you retire, “later” becomes “now.” ...