AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Hall County Government
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Loan & Distribution Specialist AimPoint Pension
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Time to Take a Closer Look at Managed Accounts (PDF)
Retirement Advisor Council Sept. 13, 2022 "Managed accounts offer a variety of potential benefits, including greater personalization of retirement accounts, the ability to address individual needs, create more appropriate asset allocation, increase overall diversification, and boost plan participation and contribution rates. On the other hand, concerns and drawbacks must be addressed, including higher costs, a lack of relevant benchmarks, and questions as to how best to present managed accounts." |
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