Managed Accounts in Focus: Personalization, Fees, and Participant Outcomes
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?
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Materials
Featured Speakers
Kurt Fauerbach
Senior Vice President, Head of Workplace
Edelman Financial Engines
Oliver Hannay
Director - Retirement Management Executive
Bank of America
Allie Rivera
Vice President, Retirement Plan Consulting
OneDigital Financial Services
Jeri Savage (MODERATOR)
Lead Retirement Strategist, Managing Director
MFS Investment Management