planadviser.com

Looking to Benchmark Managed Accounts? This Firm Has a Report for That

Managed account offerings in qualified retirement plans are designed to provide personalized investment advice and decisionmaking guidance to participants. But as every participant’s situation is ...
La Grande Observer

Forma Releases Third-Annual Lifestyle Spending Accounts (LSAs) Benchmark Report, Highlighting Unexpected Shifts in Flexible Benefits Program Design and Utilization

Forma, the flexible benefits platform that makes it easy for companies to customize and scale employee spending accounts FREMONT, Calif., Feb. 4, 2025 /PRNewswire/ — Forma, the flexible benefits ...
planadviser.com

Managed Accounts, By the Numbers

This January, managed accounts went business mainstream with an article in The Wall Street Journal declaring that “research suggests the services aren’t always worth the cost.” So how, in practice, ...
Pensions&Investments

What helps reduce retirement plan record-keeping fees? Hint: It’s not account balances.

A popular belief among retirement plan sponsors is no more than a myth, according to a new report from CEM Benchmarking released Aug. 21. Plan sponsors often believe that average balances in workers’ ...
WATE 6 On Your Side

Forma Releases Third-Annual Lifestyle Spending Accounts (LSAs) Benchmark Report, Highlighting Unexpected Shifts in Flexible Benefits Program Design and Utilization

FREMONT, Calif., Feb. 4, 2025 /PRNewswire/ -- Forma, the flexible benefits platform that makes it easy for companies to customize and scale employee spending accounts, today announced the release of ...