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 &...
Tag: QDIAs
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...
Passive TDF Performance Scrutinized in Latest String of ERISA Lawsuits
A new complaint against Booz Allen Hamilton alleges that ‘a simple weighing of the merits and features of all other...
The Role of Stable Value Funds as QDIAs or Otherwise
Though stable value funds might not be appropriate as the qualified default investment alternative for a defined contribution plan, they...
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...
QDIA Basics
What plan sponsors need to know about qualified default investment alternative rules and how to select the appropriate one for...
Default Lifetime Income Legislation Introduced in House
Legislators say the LIFE Act builds upon the SECURE Act provision that enhanced the safe harbor on which plan sponsors...
New Developments in Managed Accounts
Lower fees, more services and new distribution methods might make managed accounts worth a new look for DC plan sponsors.
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...
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...
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.
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BoA Planning Retirement Plan Managed Account Service for 1Q21
While Bank of America had offered a managed account solution with Morningstar as the investment manager, this is the first...
PSNC 2020: New Thoughts About QDIAs
A ‘dynamic QDIA’ that starts participants off in TDFs and then moves them to managed accounts is a potential trend...
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...
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.
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.
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...
Sponsors of Fully Automated Retirement Plans Feel They Are Reaching Goals
Seventy percent think their approach will help employees retire at their targeted retirement age, compared to only 43% of plan...
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...
DC Plan Sponsors Slow to Adopt Hybrid QDIAs
Just as defined contribution (DC) plan sponsors were once concerned about automatically enrolling employees in the plan when they didn’t...