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ERISA Services Inc.
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The Pension Design Group
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Hilldrup.com
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PPS Pension Services
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Evolution of Managed Accounts

Multnomah Group

May 9, 2025
On-Demand
Webinar

In our Fiduciary Focus this week, Erik shares insights from a recent due diligence visit with a national managed account provider. He discusses the evolution of managed account products, their impact on participant savings rates and asset allocation, and the challenges posed by recordkeepers and advisors monetizing these tools.

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