Tag: QDIAs

Fidelity announced it will allow wider third-party access to Portfolio Advisory Service at Work, a managed account offering that delivers...

The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds,...

The firm has introduced an index-based managed account and a QDIA that uses both target-date funds and managed accounts.

DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a...

A new study by Vanguard offers insight into TDF adoption trends

With different underlying allocations and fee structures, it is up to plan sponsors and their supporting advisers and consultants to...

DC plan participants are first put into a TDF, then upon certain triggers, moved to a managed account.

In response to a question about TIAA’s Income for Life Custom Portfolios, the Department of Labor noted that in the...

Fidelity recommends that individuals regularly monitor their mix of stocks, bonds and cash in their 401(k), but not make changes...

Jackson Square Partners offers mutual funds for institutional investors, Russell and Envestnet partner on new QDIA offering, and more.

Americans are overwhelmed by financial stress,  and plan sponsors and advisers can help reduce it.

Experts believe managed accounts could gradually replace target-date funds as the QDIA.

New Cerulli Associates research offers some timely thoughts on target-date fund customization.

PLANSPONSOR spoke with Anne Lester from J.P. Morgan to test her optimism about the potential for any new retirement-related legislation...

The investment firm is meeting individually with Senators and Congressmen on its new national policy proposal.

Morningstar Investment Management believes the first order of business for sponsors and their retirement plan advisers when selecting the appropriate...

Federal law would require all private sector employers to offer a retirement savings plan.

100% TDF investors were least likely to react, according to T. Rowe Price

Those in the retirement plan industry hoping for a slowdown in ERISA-based lawsuits will be disappointed to read of a...

New research from Cerulli Associates argues managed accounts and target-date funds each have distinct roles to play on the retirement...