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.
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