Tag: QDIA

The solution offers three levels of risk within the same TDF family, leveraging exchange-traded funds wrapped within collective investment trusts...

Readers of a new publication from Research and Markets are taken step by step through ERISA regulations to help ensure...

Whether structured as a hybrid QDIA or not, experts agree managed accounts can be complementary to TDFs in a DC...

Experts addressing the PLANSPONSOR National Conference urged attendees not to fear aggressive re-enrollments from a fiduciary or workload perspective.

A U.S. District Court Judge agreed with Wells Fargo that allegations that the bank breached its fiduciary duty by continuing...

Research from Fidelity suggests personalized, goals-based advice pairs well with the use of managed accounts.

PIMCO indicates an active fixed-income strategy could pose some opportunities in the current and future market.

Fidelity announced it will allow wider third-party access to Portfolio Advisory Service at Work, a managed account offering that delivers...

The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds,...

The firm has introduced an index-based managed account and a QDIA that uses both target-date funds and managed accounts.

DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a...

A new study by Vanguard offers insight into TDF adoption trends

With different underlying allocations and fee structures, it is up to plan sponsors and their supporting advisers and consultants to...

DC plan participants are first put into a TDF, then upon certain triggers, moved to a managed account.

In response to a question about TIAA’s Income for Life Custom Portfolios, the Department of Labor noted that in the...

Fidelity recommends that individuals regularly monitor their mix of stocks, bonds and cash in their 401(k), but not make changes...

Jackson Square Partners offers mutual funds for institutional investors, Russell and Envestnet partner on new QDIA offering, and more.

Americans are overwhelmed by financial stress,  and plan sponsors and advisers can help reduce it.

Experts believe managed accounts could gradually replace target-date funds as the QDIA.

New Cerulli Associates research offers some timely thoughts on target-date fund customization.