Tag: QDIA

The companies expect to bring new market cap-based equity strategies to retirement plan clients, with a focus on target-date funds.

Advances in technology now enable employers to provide a retirement savings road map for each participant by leveraging managed accounts...

Technological advances in data collection, engagement make the strategy more viable as the default strategy for 401(k)s, experts say.

A prudently selected default investment can solve real problems and help plan sponsors feel more confident in automatically enrolling their...

Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans,...

The fit with participant characteristics especially led to the decision to use TDFs as QDIAs.

Clarifying regulations could help plan sponsors choose plan investments, the GAO says.

Twenty-six percent of 401(k) assets are now in model portfolios and TDFs.

The second in a series of articles about how to boost retirement plan participant engagement and outcomes beyond automatically enrolling...

Launches new publication for sponsors and advisers.

These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.

An annual study from Vanguard finds many retirement plan sponsors have embraced auto-features and a deeper sense of ownership over...

Even with the option to be more conservative or aggressive, most retirement plan participants still stick to a moderate glide...

Extreme equity investing in DC retirement plans has declined.

New Morningstar research shows what you expect is not always what you get with target-date funds.

New safe harbor correction methods related to automatic enrollment features in defined contribution plans are being implemented by the Internal...

Financial research and analytics firm Cerulli Associates finds managed account programs are more resistant to fee compression than other commonly...

Half of plan sponsors do not take advantage of qualified default investment alternative safe harbor protections, a survey finds.

A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for...

Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan...