111 minutes | Aug 31st 2020

Ep #1: The Promise of Personalization through Managed Accounts with Stadion's Todd Lacey

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Welcome to the Fiduciary U™ podcast, where your host Josh Itzoe shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others to become more effective at their jobs. Josh brings you industry experts across multiple disciplines to share their unique perspectives and insights on how to provide a great retirement plan for employees in a rapidly changing world.
 
In this opening episode, Josh is joined by Todd Lacey, Chief Business Development Officer for Stadion Money Management, to discuss managed accounts. Listen in to learn how these solutions have evolved over time, the technology challenges that create high barriers to entry, why certain recordkeepers view 3rd party managed accounts as competitive threats, why personalization is the way of the future, and more. 
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