Tag: QDIA

While Bank of America had offered a managed account solution with Morningstar as the investment manager, this is the first...

A ‘dynamic QDIA’ that starts participants off in TDFs and then moves them to managed accounts is a potential trend...

Seventy percent think their approach will help employees retire at their targeted retirement age, compared to only 43% of plan...

Setting defaults too low, choosing the wrong default investment and offering company stock as an investment option could result in...

According to the firms, StoryLine’s approach “recognizes that every plan sponsor and employee is unique.”

Only 33% of Americans are comfortable with their retirement readiness level.

How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.

BlackRock Managing Director Anne Ackerley, in conversation with PLANSPONSOR, explains new opportunities to deliver retirement income solutions to plan participants,...

In partnership with AllianceBernstein and Personal Capital, WealthSpark’s investment recommendations are based on up to 18 individualized data points cultivated...

A TDF may invest its assets into index-based securities that do not make tactical adjustments as the markets change—but the...

Despite an ongoing plan sponsor investment unbundling trend, the majority of TDF providers continue to construct their TDF portfolios using...

A blueprint from the Insured Retirement Institute offers a guide for its dialogue with Congress and the Administration about improving...

“The world is moving toward big data, and thus far as an industry we haven’t been able to use big...

The solution offers three levels of risk within the same TDF family, leveraging exchange-traded funds wrapped within collective investment trusts...

Readers of a new publication from Research and Markets are taken step by step through ERISA regulations to help ensure...

Whether structured as a hybrid QDIA or not, experts agree managed accounts can be complementary to TDFs in a DC...

Experts addressing the PLANSPONSOR National Conference urged attendees not to fear aggressive re-enrollments from a fiduciary or workload perspective.

A U.S. District Court Judge agreed with Wells Fargo that allegations that the bank breached its fiduciary duty by continuing...

Research from Fidelity suggests personalized, goals-based advice pairs well with the use of managed accounts.