New analysis of returns from managed accounts shows participants who are using the option often have a substantial advantage over those who don’t, according to a study published by Empower Retirement.
In “The Haves and the Have-Nots: What is the Potential Value of Managed Accounts,” the industry’s second largest recordkeeper examined the account performance of more than 315,000 participants in almost 1,800 plans, from 2010 to 2015.
The average annualized return from managed accounts was 9.77 percent, net of fees, compared to 7.85 percent for participants who don’t use a managed account option.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
