Managed Accounts: The Evolution of Savings Options within the 401k Plan

July 29, 2020 | 2:00 PM EST

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About the Webinar

Did you know that almost 70% of new participants elect target date funds as their sole investment option? Target date funds are convenient because they offer a set it and forget approach by allocating assets based on a participants expected retirement date, but some experts warn that looking only at the expected date of retirement can backfire by failing to account for other factors like the investors’ life expectancy, gender, current balance, savings rate and employer contribution.

What if there was a customized investment option that looked at eight different data points instead of just one to determine where their assets should be invested?

Join us for a 30-minute discussion to learn more about managed accounts the latest investment enhancement that is changing the way Americans save for retirement within their 401k plan.

Watch the Webinar On-Demand

Presented By

Graham Adams
Graham Adams

Regional Vice President, Retirement Solutions | Securian Financial 

Graham began his career in the financial services industry in 2009 and joined Securian Financial in 2010. He specializes in supporting financial professionals with the sale of qualified retirement plan products and services offered by Securian to credit unions. 

Bob Edgar
Bob Edgar

Regional Vice President, Retirement |  Securian Financial 

Bob has been in the financial services industry since 1995, with a focus on the credit union market since 2008. He joined Securian in 2017 and offers plan design expertise, on-site presentations, and plan conversion assistance to credit unions seeking a flexible, highly customized retirement plan program.