Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Managed Accounts: 'You Can't Always Get What You Want'
Callan Feb. 21, 2018
"By taking into account factors such as outside assets, contribution levels, existence of a defined benefit plan, and risk tolerance, managed accounts offer participants the promise of a more personalized asset allocation.... [J]ust over half of plan sponsors offer a managed account solution, and nearly all who do offer it on an opt-in basis. But there are often limited choices when it comes to selecting a managed account provider, with recordkeepers typically offering only one or two options."
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