Compliance | August 15th, 2022 More TDF Underperformance Lawsuits Emerge Across US Among the latest major employers to be sued under ERISA for alleged underperformance of default investment options are Marsh &...
Compliance | August 3rd, 2022 Recent TDF Performance Lawsuits Raise Insurer Ire One fiduciary insurance executive says a spate of new ERISA lawsuits ‘demonstrates that no fiduciary is safe, since one can...
Investing | February 23rd, 2022 Why Have Balanced Funds Been Given the Short Shrift? Their performance only matches that of TDFs for a certain age cohort, but there are other circumstances for which they...
Investing | April 12th, 2021 Managed Accounts Are Particularly Beneficial for Near-Retirees With costs coming down and digital and robo-advice technology getting participants to share more personalized information, sources say managed accounts...
Investing | February 11th, 2021 A Review of QDIA Regulations Introduced as part of the Pension Protection Act of 2006, plan sponsors must follow certain rules to get the fiduciary...
Data and Research | December 17th, 2020 Financial Education, Protecting Savings Themes for Plan Sponsors in 2021 Defined contribution plan sponsors are rethinking investments, but not much interested in annuities, T. Rowe Price finds.
Investing | May 6th, 2020 QDIAs the Best Place for Participant Assets During Downturns QDIAs keep DC plan participants on a path for growth, but the current market volatility plants seeds of new ideas...
Investing | November 27th, 2019 Updating TDFs to Provide Better Retirement Income Three ideas for a qualified default investment alternative (QDIA) design that will better serve participants ready to retire.
Investing | November 18th, 2019 The Evolving Nature of TDFs Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.
Investing | November 4th, 2019 Room for More Innovation in the QDIA Sphere While TDFs have dominated for over a decade, the industry is recognizing a need for personalization of QDIAs using more...
Compliance | April 22nd, 2019 Council Makes Recommendations for Including Lifetime Income Options in QDIAs The ERISA Advisory Council’s recommendations to the Department of Labor (DOL) include publishing guidance confirming that a named plan fiduciary...
Data and Research | June 11th, 2018 DC Plan Sponsors Are Focusing on Long-Term Retirement Objectives A T. Rowe Price survey discloses how defined contribution plan sponsors understand several retirement planning objectives and risks.
Administration | April 18th, 2018 Consultants Support Retiree-Focused Investment Options DC plan consultants surveyed by PIMCO offer suggestions for helping retirees with income, core investment menu design and other DC...