Featured Jobs
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Participant Services Representative West Coast BPAS
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Benesch Friedlander Coplan & Aronoff
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Senior 401k Plan Administrator FMI Retirement Services
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3(16) Plan Customer Liaison, Enrollments Compass
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Hilldrup.com
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July Business Services
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LucidHealth
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The Pension Design Group
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Health Benefits Actuarial Consultant BPAS
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July Business Services
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401k Generation
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PPS Pension Services
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DWC (The 401k Experts)
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ERISA Services Inc.
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Compass
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Senior Retirement Plan Administrator Daybright Financial
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Free Publications
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| Webinars and Podcasts |
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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. |