Much is made of the increasing need—and demand—for customization in retirement plans, and custom target-date funds and managed accounts certainly fit the bill. But are they worth the cost? Do they really improve participant outcomes to justify their inclusion? And how are they best explained to plan sponsors?
Our most recent Top Advisors By Participant Outcomes (TAPO) take up the challenge. Well-versed in both solutions, they’ll answer these questions—and more.
Agenda
Grow your business through more personalized, appropriate products and services for clients.