Separately managed accounts (SMAs) have been around for over 50 years. Here’s what you need to know to determine if one is a good fit for your clients.
Retirement readiness is a major challenge for many plan participants. SECURE 2.0 helps plan sponsors provide their participants with the tools and resources they need to meet this challenge. This legislation, along with its predecessor SECURE Act, provides sponsors more flexibility when it comes to offering retirement income products and services, as well as expanding access to them for participants.
American workers are suffering from a decline in confidence that they will be sufficiently prepared for retirement — and they’re looking to their employers for help.