Investment-Oriented
A QDIA in Transition
Participants are moved to a managed account as they draw close to retirement
Tag: QDIA
Using Data to Determine the Best QDIA for Your Clients
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...
How to Tear Down Barriers to In-Plan Annuities
Certain policy changes and the right support for plan sponsors could make it easier for plans and participants to embrace lifetime income solutions.
Managed Accounts Evolving in DC Space
Providers are enhancing managed accounts with new features and are seeking to maximize the benefits of these solutions in order to outweigh their costs.
SSGA Lobbying Congress on Mandatory Retirement Plan Bill
Following the firm’s open letter to Congress, it is working with key Senate and House members to submit a bill.
Guardian Adds to Managed Account QDIA Capabilities
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.
Managed Accounts Go High Tech
How ‘robo’ methods turned the investment strategy into a viable default for 401(k) plans.
PANC 2015: Asset-Allocation Models and QDIAs
Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans.
DCIIA Says Illiquid Assets ‘Manageable’ in DC Plans
Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.
Thornburg Blue Book Evaluates QDIAs
The QDIA Blue Book from Thornburg Investment Management helps advisers analyze qualified default investment alternatives.
New Plan Design Trends Improved Participant Allocations
Extreme equity investing in DC retirement plans has declined.
Documenting a TDF Selection Process Is Key
Plan fiduciaries need a complete grasp of the vulnerabilities of their target-date strategies, and sources recommend tools and a documented process.
Some DC Plans Not Taking Advantage of QDIAs
Half of plan sponsors do not take advantage of qualified default investment alternative safe harbor protections, a survey finds.
Voya, Alliance Bernstein Create Income Product
A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for participants in large 401(k) plans.
New TDF Evaluation Tool from Greenspring Wealth
Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan sponsors and participants.
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...