Tag: QDIA

GuideStone Adds Target Date Funds

January 10, 2007 (PLANSPONSOR.com) - GuideStone Financial Resources has added five Christian-based, socially-screened target funds to its mutual fund offerings.

BISYS Selects Mrak for SMA Post

January 9, 2007 (PLANSPONSOR.com) - BISYS Fund Services has tapped Joseph Mrak as senior vice president and general manager for its managed account outsourcing business, WealthSolutions.

Mellon Target Funds Offer Global Tactical Strategy

January 4, 2007 (PLANSPONSOR.com) - Mellon Capital Management Corporation has launched the Mellon Capital Target Maturity Funds, a group of portfolios designed to systematically adjust investors' asset allocation as they approach their projected retirement date.

Clark Capital Unveils 401(k) Managed Accounts

December 4, 2006 (PLANSPONSOR.com) - Clark Capital Management Group, a Philadelphia-based investment adviser, has announced its Navigator investment platform is available for implementation in 401(k) plans.

Eaton Vance Unveils SRA Product

November 15, 2006 (PLANSPONSOR.com) - Eaton Vance Corp. has unveiled its Supplemental Retirement Account (SRA), a Web-based program for systematic retirement savings outside of a qualified plan.

John Hancock Enters the Lifecycle Market

November 14, 2006 (PLANSPONSOR.com) - John Hancock Retirement Services has added eight target date funds and a Retirement Portfolio to its roster of investment options for 401(k) plan participants.

Russell Shuffles Asset Allocations for Target Date Funds

November 6, 2006 (PLANSPONSOR.com) - Russell Investment Group announced it has shuffled the asset allocations for its LifePoints target date funds, driven by its research that showed defined contribution plan participants can tolerate more risk.

TSP Lifecycle Fund Investors do Well for Year

August 4, 2006 (PLANSPONSOR.com) - Though returns for the federal Thrift Savings Plan (TSP) lifecycle funds waned in July, the first year-to-date return numbers show investors in the funds fared well.

TSP Lifecycle Funds a Big Hit

July 18, 2006 (PLANSPONSOR.com) - Lifecycle funds have proven to be big hits among federal government employees who have registered for them as an investment option within the Thrift Savings Plan (TSP) retirement program.

DC Plan Options Relieve Employees of Decisionmaking

April 5, 2006 (PLANSPONSOR.com) - A report from Greenwich Associates (GA) points out that US companies are shifting their focus from providing education and advice to offering products and utilizing plan features that simplify the decisions their employees must make about their defined contribution plan.

Spectrem: More Ed is Needed for Alt. Investments

March 1, 2006 (PLANSPONSOR.com) - While increasing numbers of plan sponsors have reached out for lifestyle and lifecycle funds as well as ETFs as investment options, that doesn't mean participants know that much about them.

Lifecycle Funds Still On Fire at TSP

November 30, 2005 (PLANSPONSOR.com) - The lifecycle funds added to the federal Thrift Savings Plan (TSP) four months ago are proving even more popular than officials had predicted.

Lifecycle Funds Boost Participation

November 28, 2005 (PLANSPONSOR.com) - According to a new report from the Vanguard Center for Retirement Research, offering lifecycle funds within a defined contribution plan increases the likelihood that new employees will enroll.