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...
Tag: QDIAs
Some Plan Design Choices Could Undermine Participant Outcomes
Setting defaults too low, choosing the wrong default investment and offering company stock as an investment option could result in...
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Stadion’s StoryLine Offered by ABG Rocky Mountain
According to the firms, StoryLine’s approach “recognizes that every plan sponsor and employee is unique.”
Many Worry More About Retirement Savings Than Monthly Expenses
Only 33% of Americans are comfortable with their retirement readiness level.
PSNC 2018: Selecting the Optimal QDIA
How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.
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.
TDFs Can Provide Retirement Income as Part of ‘Auto Retirement’
BlackRock Managing Director Anne Ackerley, in conversation with PLANSPONSOR, explains new opportunities to deliver retirement income solutions to plan participants,...
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Alight Solutions Introduces Customized Investment Product for DC Plans
In partnership with AllianceBernstein and Personal Capital, WealthSpark’s investment recommendations are based on up to 18 individualized data points cultivated...
Charles Schwab Experts Debunk Passive TDF Myths
A TDF may invest its assets into index-based securities that do not make tactical adjustments as the markets change—but the...
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...
Propriety TDFs Continue to Dominate QDIA Market
Despite an ongoing plan sponsor investment unbundling trend, the majority of TDF providers continue to construct their TDF portfolios using...
IRI Calls on Congress to Pass Mandatory 401(k) Legislation
A blueprint from the Insured Retirement Institute offers a guide for its dialogue with Congress and the Administration about improving...
Morningstar Paper Lays Out Method to Determine the Best QDIA
“The world is moving toward big data, and thus far as an industry we haven’t been able to use big...
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Stadion TDF Launch Offers Multiple Glide Paths
The solution offers three levels of risk within the same TDF family, leveraging exchange-traded funds wrapped within collective investment trusts...
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Book Offers Comprehensive ERISA Compliance Insights
Readers of a new publication from Research and Markets are taken step by step through ERISA regulations to help ensure...
How Hybrid QDIAs Could Be Beneficial to Participants
Whether structured as a hybrid QDIA or not, experts agree managed accounts can be complementary to TDFs in a DC...
PSNC 2017: The Many Benefits of Re-enrollment
Experts addressing the PLANSPONSOR National Conference urged attendees not to fear aggressive re-enrollments from a fiduciary or workload perspective.
Self-Dealing Suit Against Wells Fargo Dismissed
A U.S. District Court Judge agreed with Wells Fargo that allegations that the bank breached its fiduciary duty by continuing...
Managed Account Users Plan More Confidently
Research from Fidelity suggests personalized, goals-based advice pairs well with the use of managed accounts.
Active Fixed Income Could Be Useful in Rising Interest Rate Environment
PIMCO indicates an active fixed-income strategy could pose some opportunities in the current and future market.