Tax reform, and its impact on retirement plans, has weighed heavily on the minds of many plan sponsors since the new administration took office. We explore what plan sponsors need to know about tax reform and how the proposed changes could affect retirement plans.
Managed accounts offer retirement plan participants a personalized investment strategy based on their own individual situation. However, as plan sponsors review the benefits of adding managed accounts to their retirement plans, there are ever-present fiduciary considerations which must be addressed.