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...