TWF 4.7 - Managed Accounts Under the Microscope
from The Wise Fiduciary Podcast Hosted by Fiduciary Wise
Managed accounts promise professional portfolio management inside your 401(k). More personalization. More oversight. More help for participants who do not want to manage investments themselves.But do they actually deliver better outcomes, or just higher fees and a false sense of security?In the final episode of the season, Isaac argues that managed accounts bring institutional-level expertise to everyday participants. Marta questions whether they outperform low-cost target date funds or simply layer on unnecessary complexity and cost.They cover when managed accounts add real value, when they do not, how fees are often buried in proposals, and why plan sponsors need to understand exactly what they are offering participants.If you are a plan sponsor, advisor, committee member, or service provider, this episode will challenge how you think about default investments, personalization, and fiduciary responsibility.Schedule a conversation with Fiduciary Wise athttps://fiduciarywise.com/schedulingSubscribe for more debates and fiduciary insights!#ManagedAccounts #401k #RetirementPlans #FiduciaryDuty #ERISA #PlanSponsors #InvestmentOversight
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