Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Managed Account Use Poised to Jump in 401(k) Plans
Bloomberg BNA May 18, 2017
"Mergers of 401(k) record keepers ... are part of the equation that's driving an increase in the number of employers offering managed accounts in their plans.... These mergers have increased the choice of managed account providers on plan platforms ... Technology innovations that allow managed accounts to automatically incorporate individual investors' data in constructing advice are also a driving force behind renewed interest in managed accounts[.]"
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