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Expect More Usage of Managed Accounts

Expect More Usage of Managed Accounts

Christian Mango, president of Financial Fitness for Life, a financial wellness consulting firm that works with recordkeepers, plan advisers and plan sponsor clients, has noticed a steady increase in interest in managed accounts over the past year.

BenefitsPro | What’s on your menu? How to choose a financial wellness solution

BenefitsPro | What’s on your menu? How to choose a financial wellness solution

Financial wellness solutions have rapidly become popular with employers, who typically look to the retirement plan advisor to help choose a solution from an increasingly crowded landscape. While many financial services companies claim to offer a solution, some offer little more than platitudes, sleep-inducing content, and some online calculators. How can retirement plan advisors make an informed choice?