Tag: QDIA
TDFs Have Helped Many Ride Out Tough Markets
Fidelity recommends that individuals regularly monitor their mix of stocks, bonds and cash in their 401(k), but not make changes...
Investment Products and Services Launches
PANC 2016: The John Hancock Financial Stress Survey
QDIAs Expected to Gravitate to Customization, Managed Accounts
TDF Market Complexity Brings Opportunity
New Cerulli Associates research offers some timely thoughts on target-date fund customization.
Industry Coming Together with Washington to Improve Retirement Security
PLANSPONSOR spoke with Anne Lester from J.P. Morgan to test her optimism about the potential for any new retirement-related legislation...
SSGA Seeking Sponsors for Mandatory Retirement Plan Bill
Participant Demographics Key to TDF Selection
SSGA Calls for Nationwide, Cohesive Retirement Savings Strategy
Participants Not Overreacting to Market Swings
BB&T Finds Itself Targeted in Self-Dealing ERISA Suit
Those in the retirement plan industry hoping for a slowdown in ERISA-based lawsuits will be disappointed to read of a...
Managed Accounts and TDFs Running Parallel
New research from Cerulli Associates argues managed accounts and target-date funds each have distinct roles to play on the retirement...
Active Management Still the Favored Investment Approach
Managed Accounts Can Be Talent Retention Tool
Managed account adoption has grown as employees face greater market uncertainty and employers look for ways to attract and keep...
New QDIA From Guardian Built on CIT Structure
Brinker Capital Destinations has partnered with Guardian to deliver a new CIT-based qualified default investment alternative to retirement plan clients.
Stadion StoryLine Launch Reflects Wider QDIA Trends
Nearly 10 years after passage of the PPA, the days of mapping disengaged participants strictly into highly defensive investment options...
‘Partial’ TDF Use Can Hinder Good Outcomes
A recent report from Voya Investment Management contains a trove of fresh insights into the behaviors and preferences of target-date...
Participants Show Troubling QDIA Behavior Trends
Target-date funds and other QDIAs are often thought of as set-it and forget-it investments, but new data from J.P. Morgan...
More Participants Understand TDFs
The retirement plan industry is approaching the 10-year anniversary of the Pension Protection Act, a law that has clearly impacted...