Featured Jobs
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The Pension Design Group
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Special Projects Account Manager Nova 401(k) Associates
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Anchor 3(16) Fiduciary Solutions LLC
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Regional Vice President of Sales MAP Retirement
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MAP Retirement
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TriStar Pension Consulting
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Pentegra
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PCS Retirement
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M2B Retirement Consulting LLC
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Loren D. Stark Company
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Vice President, Implementation & New Business PCS Retirement
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Senior Retirement Plan Administrator (TPA) Kernutt Stokes
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The Pension Design Group
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Free Publications
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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 On-Demand 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. |