Treichel in NAPA-Net: How and Why Managed Accounts Matter – What Advisors Need to Know

Advisors have long known that effective retirement planning requires consideration of a complex set of financial variables, much more than a projected retirement date. And studies show that managed accounts can have a real impact.

At the National Association of Plan Advisors’ (NAPA) annual Summit in Tampa, Fla., advisors participated in the new Managed Accounts Bootcamp, designed to equip them with the foundational knowledge and practical tools to evaluate, implement, and effectively oversee managed account programs in employer-sponsored retirement plans.