2008 Toll: $10T Less in Managed Assets
July 8, 2009 (PLANSPONSOR.com) - The economic crisis erased just under $10 trillion in professionally managed assets in 2008, with...
Tag: QDIAs
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Arnerich Massena Publishes Target-Date White Paper
July 7, 2009 (PLANSPONSOR.com) - Arnerich Massena & Associates, Inc., a Portland, Oregon-based independent investment consulting firm, has released the...
Benefits |
Target-Date Funds Gain Popularity in 403(b) Plans
July 7, 2009 (PLANSPONSOR.com) - A new 403(b) sponsor survey provides evidence of the popularity of target-date funds, as 51.2%...
Target-Date Hearing Webcast Now Online
June 29, 2009 (PLANSPONSOR.com) - The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) has posted on its Web...
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Denver Firm Releases Target-date Fund Oversight System
June 22, 2009 (PLANSPONSOR.com) - UAT, a Denver-based technology and consulting company, has unveiled Unified Compliance and Control System (UCCS),...
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Target-dates Useful, but Flawed
June 18, 2009 (PLANSPONSOR.com) - In a joint hearing on target-date funds before the Department of Labor (DoL) and the...
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Vanguard Web Tool Explains Target-Date Glide Paths
June 17, 2009 (PLANSPONSOR.com) - The Vanguard Group has added a new interactive target-date glide path tool to its Web...
Benefits |
Vanguard Sees Continued Explosion in Target-Date Fund Usage
June 17, 2009 (PLANSPONSOR.com) - The Vanguard Center for Retirement Research reported that the use of target-date funds in defined...
Benefits |
Stock, Bond Subclasses Key to Target-Date Performance
June 17, 2009 (PLANSPONSOR.com) - Target-date funds' allocations among stock and bond subclasses were among the primary determinants of the...
Witness Lineup Released for SEC-DoL Target-Date Hearing
June 16, 2009 (PLANSPONSOR.com) - The Securities and Exchange Commission (SEC) has announced the lineup of witnesses organized in nine...
Research and Due Diligence Function Increasingly Important
June 5, 2009 (PLANSPONSOR.com) - With the continued evolution of the unified managed account (UMA) and a product-neutral portfolio construction...
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Great-West Introduces New Target-Date Funds
June 4, 2009 (PLANSPONSOR.com) - Great-West Retirement Services has announced the launch of the Maxim Lifetime Asset Allocation Series.
Prudential Calls for Target-Date Offerings with Income Guarantees
June 3, 2009 (PLANSPONSOR.com) - A new Prudential Retirement report said target-date funds should be changed to include guaranteed income...
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New AIM Asset Allocation Fund Seeks to Provide Risk Protection
June 2, 2009 (PLANSPONSOR.com) - Invesco AIM has announced the launch of the AIM Balanced-Risk Allocation Fund (ABRZX) which uses...
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Morningstar to Launch Ratings and Research on Target-Date Funds
May 28, 2009 (PLANSPONSOR.com) - Morningstar, Inc. said it will launch ratings and in-depth research reports for target-date fund series.
Benefits |
Target-Date Glide Paths Should be Matched to Plan Demographics
May 28, 2009 (PLANSPONSOR.com) - A study of retirement plan target-date fund investors by the Employee Benefit Research Institute (EBRI)...
Sponsors Need More Target-Date Due Diligence
May 27, 2009 (PLANSPONSOR.com) - Plan sponsors still have a good deal more work to do to make certain participants...
Sponsors Need More Target-Date Due Diligence
May 27, 2009 (PLANSPONSOR.com) - Plan sponsors still have a good deal more work to do to make certain participants...
More Details Given on EBSA/SEC Hearing on Target-dates
May 22, 2009 (PLANSPONSOR.com) - The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) and the Securities and Exchange...
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DTCC Improves Access to Managed Account Services
May 21, 2009 (PLANSPONSOR.com) - The Depository Trust & Clearing Corporation (DTCC) has introduced MAS Portal, a new Web-based interface...