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Retirement Plan Compliance Consultant TriStar Pension Consulting
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Defined Benefit Plan Consultant Planned Retirement Consultants & Administrators, LLC
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Administrator, Retirement Plan Compliance RiversEdge Advanced Retirement Solutions
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Defined Contribution Account Manager Nova 401(k) Associates
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Nova 401(k) Associates
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401k & Defined Contribution Plan Consultant Planned Retirement Consultant & Administrators, LLC
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MAP Retirement USA, LLC
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Blue Ridge ESOP Associates
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Retirement Plan Administrator (TPA) Retirement Plan Consultants
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MAP Retirement USA LLC
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PCS Retirement, LLC
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Fiduciary Due Diligence Around Managed Participant Account ServicesAmerican Bar Association Joint Committee on Employee Benefits [JCEB] |
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Jan. 9, 2024 1:00 p.m. ET Webinar |
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Managed accounts, which have quickly become a mainstay in recordkeeper offerings, raise new questions for plan fiduciaries. Managed accounts come in all shapes and sizes and from a wide range of vendors - from recordkeepers and TPAs to advisors and consultants - to third party vendors. Their usage can range from usage as default "QDIA" investments (whether throughout a participant's lifecycle or at a target age) to voluntary participant-by-participant usage. |
