A 2022 update on how managed accounts services can help guide employees on how much to save, how to invest their savings, and when to retire. In this updated paper, we continue to analyze the ...

The number of employers offering managed accounts in their workplace retirement savings plans has shrunk, according to NEPC ...

Molly Dean, MSW, policy advisor at Siftwell, discusses how states have encouraged managed care entities to invest in local communities, build partnerships with nonprofits, and support social ...

Many plan sponsors believe personalized advice and guidance will improve retirement outcomes and see managed accounts as the ...

Potential in managed accounts While over the last 20 years, NEPC has seen an increase in DC plans offering managed accounts, that trend has stagnated in the past 3-5 years – even starting to ...

Separately managed accounts have one big advantage over tax-managed mutual funds and ETFs. FIn this report, Morningstar researchers examine the continued growth of direct indexing and other tax ...

US managed care insurers' fourth quarter 2024 earnings season was characterized by generally higher medical costs amid ongoing changes to federally subsidized healthcare plans that, in some cases ...