Investment-Oriented
A QDIA in Transition
Participants are moved to a managed account as they draw close to retirement
Reported by Featured
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ERISA Advisory Council Makes Case for Annuities as Part of QDIA
An ERISA Advisory Council hearing explored expanding the use of annuities in default investment offerings.
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Vetting of QDIAs Is Crucial as Options Proliferate
Fiduciaries must have a strong process to determine the best qualified default investment alternative for their plan’s participants, said a panel at...
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EFE Finds Increased Participant Inputs to Managed Accounts
The managed account provider says analysis reveals personal data inputs doubled over the past decade.