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Defined Contribution Account Manager Nova 401(k) Associates
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BPAS
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Relationship Manager for Defined Benefits Daybright Financial
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Pentegra
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Goldberg, Swedelson & Associates
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Relationship Manager - Actuary Daybright Financial
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401K Safe
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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. |