As more employers are adding managed accounts to their retirement plans, there is a growing interest in also using them as a Qualified Default Investment Alternative (QDIA). 1 They offer personalized ...

Broadcast Retirement Network Managed Accounts Interview Jeffrey Snyder and Matthew Condos discuss managed accounts in retirement planning. The conversation focuses on the importance of personalization ...

Managed accounts have been a defined contribution plan option for more than 20 years. Wilshire Advisors LLC’s November 2023 report, “The Future of DC: Personalized Investing,” noted that the ...

Managed accounts have been an option in defined contribution plans for more than two decades, but with limited adoption and engagement, many think they are not being realized to their true potential.

Edelman Financial Engines, a leading independent wealth planning and workplace investment advisory firm managing more than $221 billion in assets for 1.2 million program members, has published new ...

Morningstar Investment Management and asset manager Dimensional Fund Advisors are launching an automated managed accounts service for financial advisors and RIAs, to bring customizable planning and ...

Additional customization and personalization to meet participant needs with dynamic Qualified Default Investment Alternative strategy A dynamic QDIA provides flexibility for the plan to offer two ...

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...