401(k) Fridays Podcast

Target Date Funds & Managed Account In 401(k) Plans: Go Together Like Oil & Water or Peanut Butter & Jelly?

Informações:

Synopsis

My conversation with Lynn Avitabile, Managing Director in the the Multi-Asset Group of J.P Morgan Asset Management and Wei Hu, Vice President of Financial Research at Financial Engines really cleared some things up for me on the role of Target Date Funds and Managed Accounts in workplace retirement plans.  We have talked about Target Date Funds several times on the podcast, but Managed Accounts not so much.  As we are accustomed to doing we start with some definitions of terms and then quickly jump into how they compare and contrast with target date funds, how to determine if your plan participants could benefit from one or both strategies.  Great dialogue and good input all around.  After listening you tell me, do target dates and managed accounts go together like oil & water or peanut butter and jelly? Hope you enjoy, and you don’t want to miss next weeks episode.   Guest Bios Lynn Avitabile, managing director, J.P. Morgan Asset Management is a Client Portfolio Manager within Multi-Asset Solutions, b