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The Impact of Managed Accounts on Participant Savings and Investment Decisions

By Morningstar Investment Management LLC | May 20, 2019

2019-05-20

In this paper, we explore the impact managed accounts can have on participants’ savings and investing habits based on whether they’re on track to meet their retirement goals and whether they built their own portfolios (or picked from portfolios already built) before entering a managed accounts service.

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