Tag: QDIA

These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.

An annual study from Vanguard finds many retirement plan sponsors have embraced auto-features and a deeper sense of ownership over...

Even with the option to be more conservative or aggressive, most retirement plan participants still stick to a moderate glide...

Extreme equity investing in DC retirement plans has declined.

New Morningstar research shows what you expect is not always what you get with target-date funds.

New safe harbor correction methods related to automatic enrollment features in defined contribution plans are being implemented by the Internal...

Financial research and analytics firm Cerulli Associates finds managed account programs are more resistant to fee compression than other commonly...

Half of plan sponsors do not take advantage of qualified default investment alternative safe harbor protections, a survey finds.

A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for...

Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan...

Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.

October 27, 2014 (PLANSPONSOR.com) – Recent guidance from the Internal Revenue Service and the Department of the Treasury on in-plan...

October 24, 2014 (PLANSPONSOR.com) – The Department of the Treasury and the Internal Revenue Service have issued guidance designed to...

October 16, 2014 (PLANSPONSOR.com) – The recent evolution of target-date funds, like other investing programs popular with qualified retirement plan...

August 4, 2014 (PLANSPONSOR.com) – In an effort to combat participant inertia, more plan sponsors are considering the process of...

July 11, 2014 (PLANSPONSOR.com) – About 30 investment firms and other parties responded to the Securities and Exchange Commission’s latest...

June 23, 2014 (PLANSPONSOR.com) – Plan sponsors should understand how investor risk tolerance is affected by market performance, and help...

June 20, 2014 (PLANSPONSOR.com) – There is something of a contradiction at the heart of many prepackaged target-date fund (TDF)...

March 21, 2014 (PLANSPONSOR.com) - A recent case, Bidwell vs. University Medical Center, details the obligations of disclosure on investment...

March 17, 2014 (PLANSPONSOR.com) - From farm to market, how does that qualified default investment alternative (QDIA) earn a place...