3 New QDIA Recommendations Approved by ERISA Advisory Council
The council aims to establish a safe harbor for IRA investment rollovers and to enhance participant education on retirement plan...
Tag: QDIAs
2024 PLANSPONSOR National Conference On Demand
Recorded sessions provide valuable insights and education on plan administration and compliance, equipping plan sponsors with the knowledge needed to...
More TDF Underperformance Lawsuits Emerge Across US
Among the latest major employers to be sued under ERISA for alleged underperformance of default investment options are Marsh &...
Recent TDF Performance Lawsuits Raise Insurer Ire
One fiduciary insurance executive says a spate of new ERISA lawsuits ‘demonstrates that no fiduciary is safe, since one can...
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...
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...
Financial Education, Protecting Savings Themes for Plan Sponsors in 2021
Defined contribution plan sponsors are rethinking investments, but not much interested in annuities, T. Rowe Price finds.
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.
The Evolving Nature of TDFs
Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.
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...
DC Plan Sponsors Are Focusing on Long-Term Retirement Objectives
A T. Rowe Price survey discloses how defined contribution plan sponsors understand several retirement planning objectives and risks.
Consultants Support Retiree-Focused Investment Options
DC plan consultants surveyed by PIMCO offer suggestions for helping retirees with income, core investment menu design and other DC...