Qualified Default Investment Alternative Archives

Benefits | March 22nd, 2024

Molina Healthcare Close to Win in ERISA Lawsuit

A California federal judge’s ruling in an ERISA lawsuit against Molina Healthcare provides a window into this court’s thinking on...

Investing | March 18th, 2024

2024 PS Webinar: The Evolution of QDIAs

For plan sponsors, assessing their participants’ desire for both retirement income and customization are the next frontiers for target-date-fund offerings.

Products | August 9th, 2023

Voya Financial Developing Dual Investment Defaults

Seeking to win market share to its managed accounts, Voya is pursuing dual QDIAs.

Investing | August 1st, 2023

How Plan Sponsors Make Sure Their QDIA Is Still the Best Option

Large plan sponsors explain what they look for in quarterly reviews of their plans' qualified default investment alternatives.

Data and Research | April 10th, 2023

Target-Date Funds Have Normalized Workers’ Equity Allocations

Extreme and age-inappropriate allocations by workers to equities, of either 100% or nothing, have been solved by the Pension Protection...

Data and Research | March 23rd, 2023

Retirement Is Going to Change—But How?

Although plan sponsors and financial professionals foresee some differences, they all expect changes to the retirement industry by 2030.

Compliance | February 28th, 2023

IRI Priorities for 2023 Include Focus On Lifetime Income

The insured Retirement Institute wants regulatory and legislative changes in order to drive greater in-plan use of guaranteed lifetime income...

Compliance | January 11th, 2023

International Clinical Laboratory Company Faces 401(k) Lawsuit

Quest Diagnostics’ 401(k) profit sharing is the target of a new retirement plan lawsuit alleging excessive fees for investments.

Participants | August 25th, 2022

Considering Multiple QDIAs

Using dynamic qualified default investment alternatives can create opportunities to engage with participants as they transition from target-date funds to...

Investing | February 23rd, 2022

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...

Investing | February 23rd, 2022

QDIA Basics

What plan sponsors need to know about qualified default investment alternative rules and how to select the appropriate one for...

Investing | February 1st, 2022

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.

Products | December 3rd, 2020

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...

Investing | September 22nd, 2020

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...

Administration | July 10th, 2019

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...

Investing | January 30th, 2019

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...

Administration | November 19th, 2018

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...

Administration | February 8th, 2018

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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