Passive TDF Performance Scrutinized in Latest String of ERISA Lawsuits
A new complaint against Booz Allen Hamilton alleges that ‘a simple weighing of the merits and features of all other...
Tag: QDIA
The Role of Stable Value Funds as QDIAs or Otherwise
Though stable value funds might not be appropriate as the qualified default investment alternative for a defined contribution plan, they...
QDIA Basics
What plan sponsors need to know about qualified default investment alternative rules and how to select the appropriate one for...
Default Lifetime Income Legislation Introduced in House
Legislators say the LIFE Act builds upon the SECURE Act provision that enhanced the safe harbor on which plan sponsors...
New Developments in Managed Accounts
Lower fees, more services and new distribution methods might make managed accounts worth a new look for DC plan sponsors.
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BoA Planning Retirement Plan Managed Account Service for 1Q21
While Bank of America had offered a managed account solution with Morningstar as the investment manager, this is the first...
PSNC 2020: New Thoughts About QDIAs
A ‘dynamic QDIA’ that starts participants off in TDFs and then moves them to managed accounts is a potential trend...
Sponsors of Fully Automated Retirement Plans Feel They Are Reaching Goals
Seventy percent think their approach will help employees retire at their targeted retirement age, compared to only 43% of plan...
DC Plan Sponsors Slow to Adopt Hybrid QDIAs
Just as defined contribution (DC) plan sponsors were once concerned about automatically enrolling employees in the plan when they didn’t...
Some Plan Design Choices Could Undermine Participant Outcomes
Setting defaults too low, choosing the wrong default investment and offering company stock as an investment option could result in...
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Stadion’s StoryLine Offered by ABG Rocky Mountain
According to the firms, StoryLine’s approach “recognizes that every plan sponsor and employee is unique.”
Many Worry More About Retirement Savings Than Monthly Expenses
Only 33% of Americans are comfortable with their retirement readiness level.
PSNC 2018: Selecting the Optimal QDIA
How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.
TDFs Can Provide Retirement Income as Part of ‘Auto Retirement’
BlackRock Managing Director Anne Ackerley, in conversation with PLANSPONSOR, explains new opportunities to deliver retirement income solutions to plan participants,...
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Alight Solutions Introduces Customized Investment Product for DC Plans
In partnership with AllianceBernstein and Personal Capital, WealthSpark’s investment recommendations are based on up to 18 individualized data points cultivated...
Charles Schwab Experts Debunk Passive TDF Myths
A TDF may invest its assets into index-based securities that do not make tactical adjustments as the markets change—but the...
Propriety TDFs Continue to Dominate QDIA Market
Despite an ongoing plan sponsor investment unbundling trend, the majority of TDF providers continue to construct their TDF portfolios using...
IRI Calls on Congress to Pass Mandatory 401(k) Legislation
A blueprint from the Insured Retirement Institute offers a guide for its dialogue with Congress and the Administration about improving...
Morningstar Paper Lays Out Method to Determine the Best QDIA
“The world is moving toward big data, and thus far as an industry we haven’t been able to use big...
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Stadion TDF Launch Offers Multiple Glide Paths
The solution offers three levels of risk within the same TDF family, leveraging exchange-traded funds wrapped within collective investment trusts...