(How) Are You Managing Managed Accounts?

One of the more eye-opening findings of the 2022 NAPA 401(k) Summit Insider had to do with managed accounts. 
 
Yes, over the past couple of years managed accounts (re)emerged on the scene with some enthusiasm, at least in the advisor community.  These options purport to provide a more customized solution that your traditional target-date fund, and one that also – at least potentially – brings to the fore the insights and perspective of the plan advisor.
 
But a surprisingly strong plurality of the respondents to the2021 NAPA 401(k) Summit Insider viewed them as – a negative game changer.
 
This week, we’d like to know your take on managed accounts in ERISA plans.  Do you use them, like them, love them, or has the bloom on that particular “rose” faded?

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* 1. Do you use managed accounts in your practice?

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* 2. Generally speaking, how do you promote/use managed accounts compared with 2 years ago?

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* 3. Why do you use managed accounts (check all that apply)?

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* 4. How do you view managed accounts as they relate to your practice?

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* 5. Other comments about managed accounts, using managed accounts, avoiding using managed accounts, concerns about using managed accounts, concerns about NOT using managed accounts, questions about using managed accounts, potential conflicts of interest in managed accounts, fees in managed accounts,  or life in general?

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* 6. What is your role working with retirement plans?

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* 7. What size plans do you PRIMARILY work with?

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* 8. Suggestions for future survey questions?

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* 9. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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