Bechtel Managed Account QDIA Lawsuit Dismissed
The complaint accused the engineering and construction firm of defaulting participants into a high-fee option that provided no benefits compared...
Tag: QDIA
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
DOL Announces New Appointees to 2025 ERISA Advisory Council
Five new members will join the council.
ERISA Advisory Council Approves 3 New QDIA Recommendations
The council is seeking to provide more participant education on retirement income options and a safe harbor for IRA rollovers.
ERISA Advisory Council Homes In on 4 QDIA Recs
The council is considering recommendations to the DOL on default decumulation options.
Department of Labor Schedules ERISA Advisory Council Meeting
The October 22 online session will focus on lifetime income and the access to claims procedures.
ERISA Council Signals More Work Needed for Retirement Income Products in QDIA
The council agrees on the need to balance innovation with regulatory guidance.
New Retirement Income Solutions Developing for QDIA Integration
An ERISA Advisory Council meeting introduced strategies to incorporate retirement income solutions into qualified default income alternatives.
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.
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...
QDIAs To Receive ERISA Advisory Council Review
The council will study issues related to qualified default investment alternatives and report their findings to EBSA.
Small Businesses Are Growing, But Will That Translate to More 401(k)s?
Small businesses are showing strong growth during this month of celebration for them; it could be a perfect opportunity for...
Nuts & Bolts: QDIAs
What new advisers need to know about qualified default investment alternatives in retirement plans.
Wilshire: Personalized Investing Is Future of DC Plans
Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new...
Lifetime Income for Employees Act Would Make It Easier to Use Annuities as QDIAs
The re-introduced House bill would permit annuities as 401(k) default, with a limit of 50% of retirement contributions.
Investment Product Launches
Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.
Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits
Unlike many other ERISA lawsuits, the complaints suggest the plan fiduciaries in question should have considered more expensive target-date funds...
House HELP Committee Members Introduce Lifetime Income Legislation
The bill, which has been introduced in previous legislative sessions, would allow annuities to be a default investment in employer-provided...