Jan 24, 2018
The average household is managing nine accounts as they head towards retirement. Many participants are busy dealing with life’s complexities; they don’t have the will, skill or time to manage their retirement accounts, yet they want to know that they can reach their goals based on their specific circumstances.
This is where plan sponsors and their advisors can offer managed accounts as a menu option for employees looking for a “do-it-with-me” solution.
We’re joined in this episode by Lorianne Pannozzo, Senior Vice President at Fidelity Workplace Solutions, to discuss the evolution of digital advice in corporate sponsored retirement plans.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/complex-situations-personalized-approaches-managed-accounts/.