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MAP Retirement
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Retirement Relationship Manager MAP Retirement
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Daybright Financial
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Relationship Manager - Actuary Daybright Financial
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Senior Counsel – Investment Solutions Great Gray Trust Company
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The Pension Source
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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Defined Contribution Account Manager Nova 401(k) Associates
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MAP Retirement
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The MandMarblestone Group, llc
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Goldberg, Swedelson & Associates
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MAP Retirement
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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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Regional Vice President, Sales MAP Retirement
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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. |