Managed Accounts: A Clear, Defensible Framework for Selection and Oversight

Too often, managed accounts are treated as a one-time implementation decision: compare providers, make a selection and move on. But committees aren’t evaluated on their selection — they’re judged on the strength of the fiduciary process they can demonstrate.

That’s where advisors can change the conversation. When you lead with a repeatable standard for selection, ongoing monitoring and benchmarking — the employer can explain not only what they chose, but why it fits the plan and how they will evaluate it.

Our partners at Stadion Money Management have published a paper on Managed Account Services: Selection, Monitoring, and Benchmarking, authored by Matthew Eikman, J,D., AIF® from Fiduciary Law Center. It supports a value-based approach that weighs features, participant support, reporting and service model in context, and then considers cost as one part of the overall decision.

Download the paper for your practice.

For more information on managed account solutions from The Standard and Stadion, please contact your sales representative at The Standard.

Stadion Money Management, LLC ("Stadion") is a registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Stadion, including fees, can be found in Stadion's ADV Part 2, which is available upon request. SMM-2604-12