Managed accounts is a personalized retirement service that employees can use as an alternative to target-date funds or a financial advisor. In addition to tailoring the investment selection based ...

A managed accounts service can help guide employees on how much save, how to invest their savings, and when to retire. In this paper, we explore the impact managed accounts can have on ...

Separately managed accounts (SMAs) and managed investment schemes (MIS ... either because they want someone who better suits their philosophy or they are disappointed with the service they have ...