A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

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

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

Among plan sponsors, 89% said a fee of up to 24 basis points was the highest they were willing to pay for managed accounts as an opt-in solution, according to the PGIM 2025 DC Plan Sponsor Landscape ...

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 ...

A popular belief among retirement plan sponsors is no more than a myth, according to a new report from CEM Benchmarking released Aug. 21. Plan sponsors often believe that average balances in workers’ ...

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 ...

Unified managed accounts (UMAs) and separately managed accounts (SMAs) are two account types that offer high-net-worth clients more control and flexibility than mutual funds. Both options let you ...