Kevin Knowles

Kevin Knowles

SENIOR DIRECTOR, DC AND CLIENT INITIATIVES


Personalized solutions lead to personalized results

June 2020
This paper discusses the shortfalls of target date funds and the personalization benefits of managed accounts for defined contribution plan participants.

Managed accounts: The other QDIA

November 2017
The forgotten QDIA option that offers a customized asset allocation strategy. Read more about some of the managed account advantages that are designed to help keep participants on track to meet their retirement income goals.