The Challenges of Picking a QDIA
Clarifying regulations could help plan sponsors choose plan investments, the GAO says.
Tag: QDIA
Matches, Automatic Features Becoming More Common
Twenty-six percent of 401(k) assets are now in model portfolios and TDFs.
Beyond Auto-Enrollment: Managed Accounts and Advice
The second in a series of articles about how to boost retirement plan participant engagement and outcomes beyond automatically enrolling...
Products |
BNY Mellon Raising Commitment to DC Plans
Launches new publication for sponsors and advisers.
Towers Watson Says Managed Accounts a Better QDIA
These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.
Sponsors Appear Eager to Tackle Plan Problems
An annual study from Vanguard finds many retirement plan sponsors have embraced auto-features and a deeper sense of ownership over...
Risk or Date: What’s Your Target?
Even with the option to be more conservative or aggressive, most retirement plan participants still stick to a moderate glide...
New Plan Design Trends Improved Participant Allocations
Extreme equity investing in DC retirement plans has declined.
Diverse TDFs Brought Diverse Returns in 2014
New Morningstar research shows what you expect is not always what you get with target-date funds.
IRS Expands Auto-Feature Voluntary Correction Safe Harbors
New safe harbor correction methods related to automatic enrollment features in defined contribution plans are being implemented by the Internal...
Managed Accounts Show Little Fee Compression
Financial research and analytics firm Cerulli Associates finds managed account programs are more resistant to fee compression than other commonly...
Some DC Plans Not Taking Advantage of QDIAs
Half of plan sponsors do not take advantage of qualified default investment alternative safe harbor protections, a survey finds.
Products |
Voya, Alliance Bernstein Create Income Product
A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for...
Products |
New TDF Evaluation Tool from Greenspring Wealth
Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan...
TDFs Expected to Capture 90% of 401(k) Contributions
Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.
Industry Groups Endorse In-Plan Annuity Guidance
October 27, 2014 (PLANSPONSOR.com) – Recent guidance from the Internal Revenue Service and the Department of the Treasury on in-plan...
Guidance Issued for Including Annuities in TDFs
October 24, 2014 (PLANSPONSOR.com) – The Department of the Treasury and the Internal Revenue Service have issued guidance designed to...
Products |
The Appeal of an 8-Basis Point TDF
October 16, 2014 (PLANSPONSOR.com) – The recent evolution of target-date funds, like other investing programs popular with qualified retirement plan...
Benefits |
More Plan Sponsors Considering Re-Enrollment into TDFs
August 4, 2014 (PLANSPONSOR.com) – In an effort to combat participant inertia, more plan sponsors are considering the process of...
Industry Responses Vary on TDF Disclosure Proposals
July 11, 2014 (PLANSPONSOR.com) – About 30 investment firms and other parties responded to the Securities and Exchange Commission’s latest...