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The Rise of Managed Accounts: Are They Right for Your Plan?
PlanPILOT
Sept. 14, 2025 "One potential fatal flaw of target-date funds is the one-size-fits-all approach that fails to consider relevant investment criteria like the participant's risk tolerance or investment experience. With managed accounts, portfolios may be tailored to account for these variables among participants, as well as whether accounts are sufficiently large enough to prudently accommodate wider diversification and alternative assets." MORE >> |
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