Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Managed Accounts in 401(k) Plans: Their Value and Their Dangers
Dorsey ERISA June 3, 2022 "[M]anaged account services look at additional factors -- such as outside assets, other pensions, personal savings rates, income and a personalized risk tolerance -- to determinate an appropriate asset allocation.... Hence, the need for a personal representative to engage with the participant (frequently) in one-on-one communication to construct an optimal, personalized asset allocation strategy." |
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