Towers Watson Says Managed Accounts a Better QDIA
These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.
Tag: Default funds
Clients Still Need Conservative Investment Options
With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.
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Leading the Charge
2015 PLANADVISER Adviser Value Survey - The Influence of Advisers on Retirement Plans
Most New DC Participants Use TDF or Balanced Fund
A new study from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute finds 401(k) plan design changes have led to substantial popularity for balanced funds,...
Industry Groups Urge No Further Rules for Brokerage Windows
Responding to a request for information from the DOL, most industry groups said they believe no further regulation is necessary to govern use of brokerage windows in retirement...
Plan Assets Moving Away from Fixed Income
Defined contribution (DC) plan participants reduced their holdings in fixed income and increased allocations to U.S. small-cap and mid-cap equities in 2013, while target-date funds continued to increase...
BMO Releases Fund Family
Five target-date funds (TDFs) are among the nine funds launched by BMO Global Asset Management.
American Funds Offers Advisers More Choices
Financial advisers now have greater flexibility and more choice when offering clients retirement plan solutions from American Funds.
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Getting the Default Rate Right
Successfully engaging automatically enrolled participants starts with the default rate—and, studies say, 3% will not cut it.
BPAS Offers Plan Loan Continuation Feature
Benefit Plans Administrative Services Inc. (BPAS) released a program that aims to help terminated employees continue repaying loans after separation from service.
App Lets Employees “Quick Enroll” in 401(k)
J.P. Morgan Retirement Plan Services launched a mobile application for 401(k) plan participants.
Organization Launches Custom QDIA Association
The Center for Due Diligence (CFDD) created a qualified default investment alternatives (QDIAs) association to help advisers assess and understand target-date funds (TDFs).
Study Suggests “Help” Matters Even More in Volatile Markets
According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a...
Study Finds Room for Improvement in QDIA Offerings
Although plan sponsors report high satisfaction levels with their current QDIA (qualified default investment alternatives) investment managers, opportunities exist for aspiring managers to differentiate themselves.
IMHO: Underlying Assumptions
Last week the Government Accountability Office (GAO) issued two reports focused on 401(k) plans.
MassMutual Finds Gender Split in Asset Allocation Fund Choice
While men and women participants are turning to asset allocation funds in similar amounts, women are showing a discernable preference for target-date offerings.