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Thursday, September 3, 2026The Morning Brief →Sign in
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Jack VanDerhei

In PWD coverage since August 26, 2026 · 2 stories
PWD coverage
practice

Morningstar ties managed accounts to higher deferrals

Plan advisors can use the correlation to turn managed-account enrollment into a deferral-rate conversation.
plans · Aug 26Managed accounts substitute for auto-escalation
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