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April 11, 2023

Kathleen Kelly featured in PlanAdviser

Kathleen Kelly, Managing Partner in Marsh McLennan Agency’s Mid-Atlantic region, participated in a panel at the 2023 National Association of Plan Advisors national conference. The panel discussed the value of managed accounts (MAs) vs. target-date funds (TDFs), particularly the return on investment on the cost of MAs. 

According to Kelly, TDFs are more flexible to the needs of retirement plan participants, however, MAs could be worth the cost as people work longer and change companies or even careers.

“TDFs, in our belief, for the majority of plan participants, are the right fit,” Kelly said. “It presents a low-cost, professionally managed account that comes in all different shapes and sizes. As long as we as advisers are doing our job, for the most part we can find the right fit.”

Read more in PlanAdviser.