Featured Jobs
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Compass
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MAP Retirement
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Retirement Plan Consultants
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ESOP Administration Consultant Blue Ridge Associates
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Retirement Plan Administration Consultant Blue Ridge Associates
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BPAS
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BPAS
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Anchor 3(16) Fiduciary Solutions
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Mergers & Acquisition Specialist Compass
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Southern Pension Services
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July Business Services
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Relationship Manager MAP Retirement
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Regional Vice President, Sales MAP Retirement USA LLC
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Pentegra
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Managing Director - Operations, Benefits Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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BPAS
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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. |