Compliance October 24th, 2024 ERISA Advisory Council Homes In on 4 QDIA Recs The council is considering recommendations to the DOL on default decumulation options.
In Practice October 18th, 2024 Department of Labor Schedules ERISA Advisory Council Meeting The October 22 online session will focus on lifetime income and the access to claims procedures.
Client Service September 12th, 2024 ERISA Council Signals More Work Needed for Retirement Income Products in QDIA The council agrees on the need to balance innovation with regulatory guidance.
Products September 11th, 2024 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.
Compliance July 8th, 2024 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.
Products & Services June 10th, 2024 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...
Compliance May 14th, 2024 QDIAs To Receive ERISA Advisory Council Review The council will study issues related to qualified default investment alternatives and report their findings to EBSA.
Client Service May 10th, 2024 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...
In Practice January 23rd, 2024 Nuts & Bolts: QDIAs What new advisers need to know about qualified default investment alternatives in retirement plans.
Client Service December 1st, 2023 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...
Compliance June 12th, 2023 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.
Deals & People April 6th, 2023 Investment Product Launches Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.
Compliance August 2nd, 2022 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...
Compliance February 15th, 2022 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...
Data Points A Balanced Fund or a TDF? Weighing their relative merits is an important task for advisers and clients.
Products August 12th, 2021 A Managed Account Q&A With LeafHouse and iJoin The firms, which collaborated to launch a new adviser managed account solution, say the retirement plan industry has both the...
The Markets July 27th, 2021 Seeing the Bigger QDIA Picture Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the...
The Markets July 27th, 2021 Scrutinizing TDFs and Considering Balanced Funds Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers...