The Basics of Managed Accounts (Podcast)

As interest in offering investment advice to plan participants grows, it’s important to understand the benefits and drawbacks of offerings such as managed accounts. Learn the basics in this episode of the Fiduciary Advice @ Work podcast.


Understanding the Basics of Managed Accounts

In this episode, we talk through the basics of managed accounts, including:

  • Why there is growing interest in offering investment advice to plan participants
  • How managed accounts compare and contrast to target retirement date funds
  • The advantages and drawbacks of managed accounts that plan sponsors need to understand


“Because employees are seeking help from their employers [with regard to personalized investment advice] we think it’s really important for employers to at least understand services available when it comes to providing personalized investment advice, and managed accounts are one of those types of services.”

– Cliff Dunteman, Vice President


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