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MAP Retirement
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BPAS
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July Business Services
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Retirement Plan Consultants
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BPAS
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Retirement Plan Administration Consultant Blue Ridge Associates
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Pentegra
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Managing Director - Operations, Benefits 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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BPAS
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ESOP Administration Consultant Blue Ridge Associates
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Southern Pension Services
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View More Multnomah Group Webinars, Podcasts and Conferences
Evolution of Managed AccountsMultnomah Group |
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May 9, 2025 On-Demand Webinar |
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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. |