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News & Press: DCIIA News

New White Paper: Managed Accounts - A Primer

Monday, August 31, 2020   (0 Comments)
Posted by: Karen Witham
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DCIIA is pleased to announce the publication of Managed Accounts: A Primer. This white paper provides an overview of the key aspects of managed account programs today.

Access the paper in our Resource Library
Download the paper PDF

Read about the paper in Plansponsor and Planadviser

Read coverage in NAPA

The paper includes a review of the basics of managed accounts, a summary of their usage over time, a description of how they can be offered, and considerations for determining if they are right for a particular DC plan, and if so, in what ways.

Many thanks to our contributors:
Eileen Kwei, Artisan Partners
Bridget Bearden, Edelman Financial Engines
Geoff Balzano, Morningstar
David Blanchett, Morningstar
Steve Ferber, PIMCO
Mikaylee O’Connor, RVK
Jed Petty, Wellington

This Managed Accounts series reflects DCIIA’s commitment to providing timely and relevant information on the qualified default investment alternative (QDIA) universe. Our goal is to be a trusted resource for plan sponsors in pursuit of plan and investment designs that will deliver the best possible retirement outcomes for participants.

If you have questions, please contact us on