Category: Fiduciary Tools

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Mind the Red Flags: Unraveling the Customization Claims of 401(k) Participant Managed Accounts

401(k) Participant Managed Accounts are Not as Customized as Sellers Would Make It Seem. It is our view that, under the best circumstances, managed accounts offer true benefits to only a few plan participants who have specific and unique circumstances. However, for the majority of participants, these accounts are likely to resemble Target Date Funds (TDFs), with the added drawback of higher fees and potentially lower returns.

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Can It Really Be as Simple as 1-2-3?

3 Key Drivers Every Fiduciary Committee Should Be Measuring to Provide a Rewarding Retirement Overseeing a retirement plan can be intimidating and seemingly complicated, especially

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