Ronnie Cox is the Investment Director for Human Interest Advisors (HIA), an SEC-registered investment adviser that helps 401(k) plan customers provide their employees with diversified and affordable investment options. Ronnie is responsible for the investment manager search, selection, and monitoring process, market and economic commentary, developing analytical tools and reports, and other research projects.
With a wider menu of managed accounts coming in the 401(k) space, advisors must be prepared with a process to determine when more personalized service is a good fit for participants.