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...
Tag: qualified default investment alternatives
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...
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...
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...
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.
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...
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...