Managed Accounts

Managed accounts are solutions wherein the discretion to manage a portfolio for a participant has been delegated to a third-party, nearly always an automated solution. The managed account provider reviews age as one of a number of inputs that would help determine the correct allocation for a participant. 

Most frequently, the allocation for participants uses investments that are available to all participants as part of the plan’s menu. These solutions also rebalance and adjust risk as a participant ages or as other inputs warrant. This training material walks the committee through what a managed account is, where it fits in their investment menu, how it works + much more. 

To download a copy of this L3 training material, please fill out the form.