Tag: QDIA

The latest though leadership from the firm asks an increasingly important question: “What should the TDF glide path look like as participants move from accumulating asset balances to...

Offered by Alight Solutions, WealthSpark combines highly customized investment portfolios designed by AllianceBernstein (AB) with Personal Capital’s digital wealth management tools.

“There is no such thing as a passive glide path design, and this, as well as the many other active decisions that go into the creation and management...

In its discussions with TDF managers, Mercer has found many managers say they have not aligned with the ACWI, and have continued with portfolios that display home equity...

A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit...

Certain policy changes and the right support for plan sponsors could make it easier for plans and participants to embrace lifetime income solutions.

Providers are enhancing managed accounts with new features and are seeking to maximize the benefits of these solutions in order to outweigh their costs. 

Following the firm’s open letter to Congress, it is working with key Senate and House members to submit a bill.

Guardian Insurance and Annuity Company is partnering with Brinker Capital Destinations to deliver a new CIT-based qualified default investment alternative to retirement plan clients.

How ‘robo’ methods turned the investment strategy into a viable default for 401(k) plans. 

Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans.

Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.

The QDIA Blue Book from Thornburg Investment Management helps advisers analyze qualified default investment alternatives.

Extreme equity investing in DC retirement plans has declined.

Plan fiduciaries need a complete grasp of the vulnerabilities of their target-date strategies, and sources recommend tools and a documented process.