Tag Archives: investment advisor

Public Agencies May Need Help “Managing” Their Managed Account Offerings

Posted on September 16, 2021 by Jeff Chang

Although financial industry reports reveal that more and more plan sponsors are offering managed account options, it is not clear that public agency 457(b) and 401(a) plan fiduciaries understand their responsibilities to select and monitor these investment options. Here, we … Continue reading →

Posted in 401(a), 457(b) Plans, Fiduciary Responsibilities, Plan Administration, record-keeping | Tagged investment advisor, participant-directed investments, plan fees | Leave a comment

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Tag Archives: investment advisor

Public Agencies May Need Help “Managing” Their Managed Account Offerings

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Tag Archives: investment advisor

Public Agencies May Need Help “Managing” Their Managed Account Offerings

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