ICMA-RC upgrades its managed accounts platform

ICMA-RC upgrades its managed accounts platform
The manager of public sector retirement plans will offer personalized advice to participants.
MAY 26, 2021

ICMA-RC, a manager and administrator of retirement plans serving government employees, has enhanced its managed accounts platform to provide “a more personalized and intuitive user experience,” the company said in a release.

Features of the upgrade, which is powered by Morningstar Investment Management, include recommendations customized to participants’ retirement and financial goals, including when they’re able to retire, how to invest their accounts and how to withdraw money in retirement.

It also includes a new Social Security guidance tool that helps participants decide when to start receiving benefits.

In March, ICMA-RC announced that it will transition to the name MissionSquare Retirement.

Retirement confidence holds up amid pandemic

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.