Featured Jobs
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Daybright Financial
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EPIC RPS
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Regional Sales Director-Mid Atlantic July Business Services
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Nova 401(k) Associates
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Director, Strategic Accounts and Channel Development July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Stones River Consulting
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Independent Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Spectrum Pension Consultants (part of Daybright Financial)
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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. |