Managed Accounts, Measured: New Insights on Improving Participant Outcomes

Morningstar Retirement

This session unveils one of the most comprehensive industry-wide studies detailing how managed accounts contribute to retirement readiness. We will walk through the Morningstar Center for Retirement & Policy Studies' newest research model, the Defined Contribution Outcomes Model (DCOM), its methodology and key assumptions, and share impactful insights into how managed accounts can influence participant outcomes—and what it means for plan design. You’ll learn why managed accounts can deliver value beyond traditional defaults and how this data could inform plan design and fiduciary decisions.

Agenda:

• The Retirement Challenge in DC Plans: Behavioral gaps and limitations of defaults. 
• DCOM Research & Key Findings: Methodology, assumptions, and evidence of impact on retirement wealth. 
• Implementation & Fiduciary Considerations: Translating managed accounts research into actionable steps. 

More Information, How to Register