In the below PLANADVISER article, Managing Director of DBR Fiduciary Plan Solutions, Steve Kaczynski, shares his perspectives on the increasing use of Managed Accounts within retirement plan investment lineups. In his comments, Steve stresses the importance of reviewing Managed Account options objectively and including them based on merit, the role advisors can play in helping to avoid potential conflicts of interest, and the appropriateness of Managed Accounts as Qualified Default Investment Alternatives.
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Steven J. Kaczynski, Jr.
CFA®, AIFA®, CPFA®, MST, MBA