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 ...

Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be able to afford an individual adviser. Many plan advisers and their clients ...

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 ...

When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...

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 ...

NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm provides managed accounts. Prudential Retirement plans ...

COLUMBUS, Ohio –Today’s workers are seeking personalized help with meeting their distinct retirement goals. Nationwide is teaming up with Morningstar Retirement to help financial advisors meet ...

At BNY Mellon Pershing’s annual INSITE conference, held virtually this week, the custodian revealed a new multi-custodial managed accounts software for financial advisors and an integration portal for ...

WINDSOR, Conn.--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA), announced today the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment ...

On Oct. 9, Morningstar Investment Managementheld its first managed accounts symposium forconsultants to explore how managed accounts canhelp provide the personalization that allowsindividuals to ...