Investing | February 23rd, 2022 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...
Investing | April 12th, 2021 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...
Investing | February 11th, 2021 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...
Investing | May 6th, 2020 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...
Investing | November 27th, 2019 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.
Investing | November 4th, 2019 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...
Compliance | April 22nd, 2019 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...