Tag: QDIAs

The complaint accused the engineering and construction firm of defaulting participants into a high-fee option that provided no benefits compared...

The council aims to establish a safe harbor for IRA investment rollovers and to enhance participant education on retirement plan...

The ERISA Advisory Council members are reviewing proposed recommendations about defaulting participants into a retirement income product.

Plan sponsors shared the hurdles they face when evaluating retirement income options and implementing a strategy in-plan during a ‘Plan...

The council rounded up three days of QDIA discussion that focused primarily on creating a pension-like guaranteed income option in...

Testimonies from experts on embedding retirement income solutions in qualified default investment alternatives continued at Wednesday's meeting.

Experts providing testimony to EBSA focused on defined contribution in-plan annuity product offerings as the plan default.

Experts recommended annuities in QDIAs would help participants avoid outliving their assets.

Recorded sessions provide valuable insights and education on plan administration and compliance, equipping plan sponsors with the knowledge needed to...

Plan sponsors may need additional time and processes to consider qualified default investment alternatives, as various TDFs, managed accounts and...

New J.P. Morgan research finds that participants experience spending surges and volatility at different points of retirement.

The council will report on their findings to EBSA.

This provision is designed to protect plan fiduciaries from participants’ poor investment choices, but the plan sponsor is still responsible...

Standard benchmarking may not yet cover such offerings, but plan sponsors can monitor participant satisfaction, plans’ stated objectives.

Plan sponsors should consider their participants’ retirement income needs, ease of use, personalization and cost when evaluating qualified default investment...

Large plan sponsors explain what they look for in quarterly reviews of their plans' qualified default investment alternatives.

Incorporating insurance into participants’ asset allocation may improve sustainable withdrawal rates by 70% or more, according to research from AllianceBernstein. 

Current liquidity rules make it difficult to use an annuity as a QDIA, but new legislation would make it easier...

Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; Xtrackers by DWS announces a new ETF; and more.

The attorney for the plaintiffs says they will likely amend their lawsuits and re-submit after dismissal in U.S. District Court.