For Advisors, DC Plans Offer More Opportunity Than Competition 

Expert Opinion March 19, 2025 at 04:43 PM
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What You Need To Know

  • "Retirement managed accounts" could potentially grow the number of households with enough savings to need advisors' help.
  • These services could also boost advisors' visibility and create rollover opportunities.
  • In our latest DC Plan Sponsor Landscape Survey, 63% of plan sponsors surveyed would be interested in using managed accounts if, or when, they get cheaper.
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