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Managed Accounts, Measured: New Insights on Improving Participant Outcomes
About This Webinar
This session unveils one of the most comprehensive industry-wide studies detailing how managed accounts contribute to retirement readiness. We will walk through the Morningstar Center for Retirement & Policy Studies' newest research model, the Defined Contribution Outcomes Model (DCOM), its methodology and key assumptions, and share impactful insights into how managed accounts can influence participant outcomes—and what it means for plan design. You’ll learn why managed accounts can deliver value beyond traditional defaults and how this data could inform plan design and fiduciary decisions.
Agenda
- The Retirement Challenge in DC Plans: Behavioral gaps and limitations of defaults
- DCOM Research & Key Findings: Methodology, assumptions, and evidence of impact on retirement wealth.
- Implementation & Fiduciary Considerations: Translating managed accounts research into actionable steps
Who can view: Everyone
Webinar Price: Free
Webinar ID: 84624d2ab1fa
Featured Presenters
Director, Retirement Studies and Public Policy, Morningstar Center for Retirement and Policy Studies
Jack VanDerhei is the Center’s Director for Retirement Studies. Dr. VanDerhei has more than 200 publications devoted to employee benefits and insurance, but his major areas of research focus on the financial aspects of private defined benefit and defined contribution retirement plans. From 1996 until 2022, Dr. VanDerhei was the research director at the Employee Benefit Research Institute, co-authoring updates of the 401(k) universe for account balances, asset allocation and loan activity, among other work.
He received his BBA and MBA from the University of Wisconsin-Madison and his M.A. and Ph.D. from the Wharton School of the University of Pennsylvania.
He received his BBA and MBA from the University of Wisconsin-Madison and his M.A. and Ph.D. from the Wharton School of the University of Pennsylvania.
Associate Director, Morningstar Center for Retirement and Policy Studies
Spencer Look is an associate director for The Morningstar Center for Retirement & Policy Studies. He conducts research across many topics, but primarily focuses on annuity and life insurance products and lifetime income solutions. Before joining Morningstar in 2022, Spencer held roles as a life actuarial manager and a life-cycle advice senior analyst, specializing in goals-based financial planning, lifetime asset allocation, and retirement income.
He holds a bachelor’s degree in actuarial science and finance from Drake University in Des Moines. Spencer is also a Fellow of the Society of Actuaries.
He holds a bachelor’s degree in actuarial science and finance from Drake University in Des Moines. Spencer is also a Fellow of the Society of Actuaries.
Hosted By
Morningstar Retirement offers research- & tech-driven products and services to individuals, workplace retirement plans, and other industry players. Associated advisory services are provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.
Attended
(283)
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