Featured Jobs
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Compensation Strategies Group, Ltd.
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BPAS
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Defined Benefit Specialist II or III Nova 401(k) Associates
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DWC ERISA Consultants LLC
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Nova 401(k) Associates
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The Pension Source
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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Merkley Retirement Consultants
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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EPIC RPS
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BPAS
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July Business Services
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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. |