Administration | February 8th, 2018 Morningstar Paper Lays Out Method to Determine the Best QDIA “The world is moving toward big data, and thus far as an industry we haven’t been able to use big...
Products | February 1st, 2018 Investment Products and Services Launches BCG adds 401(k) managed account from Stadion to recordkeeping platform; Mercer partners with Investment Metrics for client reporting; BCM TDF...
Investing | January 22nd, 2018 TDFs Have Improved Participant Diversification About a third of participants across Millennials, Generation X, and Baby Boomers who self-manage the investment of their plan accounts...
Products | January 11th, 2018 Investment Products and Services Launches Invesco launches Peak Retirement Target-Date Fund Series, and Efficient Advisors launches mutual fund partnership with Dimensional.
Investing | December 26th, 2017 Tactical Asset Allocation Can Protect TDFs From Market Disruptions However, only small portions of TDFs should be designated for tactical asset allocation.
Opinions | December 22nd, 2017 Target-Date Funds Could Be Costing Your Plan More Than You Know Michael Schultz, RFC, CFS, president, Venn Wealth & Benefit Services discusses variables that should be considered when doing due diligence...
Investing | December 21st, 2017 Fiduciary Concerns to Know When Debating Managed Accounts Before implementing managed accounts—either as a QDIA or voluntary option—plan sponsors should consider potential fiduciary issues.
Investing | December 20th, 2017 Presenting Managed Accounts as a Service Could Reduce Apprehensions Cerulli Associates suggests that if retirement plan sponsors position managed accounts as a valued service it could alleviate concerns about...
Data and Research | November 20th, 2017 AB Outlines Six Ways to Improve DC Plans Markedly The first step, AB says, is to replace TDFs from recordkeepers with open architecture, next-gen TDFs.
Participants | November 15th, 2017 Participants Split Between Fixed Income and Equities in October Trading Alight Solutions says there was a 50/50 split of trading days favoring equities and those favoring fixed income.
Products | October 26th, 2017 Investment Products and Services Launches T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more.
Participants | September 15th, 2017 August Uptick in Trading Favors Fixed Income The majority of outflows from retirement plan participant accounts came from U.S. equities and company stock, despite powerful stock market...
Products | September 14th, 2017 Investment Products and Services Launches Goldman Sachs launches new ETF; Betterment rolls out smart beta portfolio; and GRP partners with Envestnet to launch CIT suite.
Investing | August 29th, 2017 Providers Step Up Their Game With QDIA Offerings The Department of Labor recommends the incorporation of workforce demographics into QDIA design; different providers have different philosophies about the...