Self-Dealing Suit Against Wells Fargo Dismissed
A U.S. District Court Judge agreed with Wells Fargo that allegations that the bank breached its fiduciary duty by continuing...
Tag: QDIA
Managed Account Users Plan More Confidently
Research from Fidelity suggests personalized, goals-based advice pairs well with the use of managed accounts.
Active Fixed Income Could Be Useful in Rising Interest Rate Environment
PIMCO indicates an active fixed-income strategy could pose some opportunities in the current and future market.
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Fidelity Expansion of Managed Account Offering Means More Access for Sponsors
Fidelity announced it will allow wider third-party access to Portfolio Advisory Service at Work, a managed account offering that delivers...
TDF Market Evolution Improves Product Choice
The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds,...
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Fidelity Expanding Managed Account Options
The firm has introduced an index-based managed account and a QDIA that uses both target-date funds and managed accounts.
Millennials Want Employer’s Help with Retirement Savings
DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a...
Auto Enrollment Fueling TDF Dominance
A new study by Vanguard offers insight into TDF adoption trends
Plan Sponsors Must Carefully Look 'Under the Hood' of TDFs
With different underlying allocations and fee structures, it is up to plan sponsors and their supporting advisers and consultants to...
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Empower Launches QDIA That Matures as Participants Do
DC plan participants are first put into a TDF, then upon certain triggers, moved to a managed account.
DOL Says Lifetime Income Elements Can Be Included in Prudent Default
In response to a question about TIAA’s Income for Life Custom Portfolios, the Department of Labor noted that in the...
TDFs Have Helped Many Ride Out Tough Markets
Fidelity recommends that individuals regularly monitor their mix of stocks, bonds and cash in their 401(k), but not make changes...
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Investment Products and Services Launches
Jackson Square Partners offers mutual funds for institutional investors, Russell and Envestnet partner on new QDIA offering, and more.
PANC 2016: The John Hancock Financial Stress Survey
Americans are overwhelmed by financial stress, and plan sponsors and advisers can help reduce it.
QDIAs Expected to Gravitate to Customization, Managed Accounts
Experts believe managed accounts could gradually replace target-date funds as the QDIA.
TDF Market Complexity Brings Opportunity
New Cerulli Associates research offers some timely thoughts on target-date fund customization.
Industry Coming Together with Washington to Improve Retirement Security
PLANSPONSOR spoke with Anne Lester from J.P. Morgan to test her optimism about the potential for any new retirement-related legislation...
SSGA Seeking Sponsors for Mandatory Retirement Plan Bill
The investment firm is meeting individually with Senators and Congressmen on its new national policy proposal.
Participant Demographics Key to TDF Selection
Morningstar Investment Management believes the first order of business for sponsors and their retirement plan advisers when selecting the appropriate...
SSGA Calls for Nationwide, Cohesive Retirement Savings Strategy
Federal law would require all private sector employers to offer a retirement savings plan.