Managed Accounts in Focus: Personalization, Fees, and Participant Outcomes
Thursday, May 21, 2026 1:00pm - 2:00pm ET
Personalization is playing a growing role in workplace retirement plans. As a result, managed accounts—the main way plans deliver personalization—have come into sharper focus. But with questions around their placement on investment menus, how to measure engagement, and the fees that they carry, can managed accounts really drive better participant outcomes?
Thank you to our guest speakers:
• Kurt Fauerbach, Senior Vice President, Head of Workplace, Edelman Financial Engines
• Oliver Hannay, Director, Bank of America
• Allie Rivera, Vice President, Retirement Plan Consulting, OneDigital Financial Services
• Jeri Savage, Lead Retirement Strategist, Managing Director, MFS Investment Management (Moderator)
Please contact us if you have questions at info@dciia.org.