Tag: QDIA

IMHO: Domino Theories

If you want to get a quick sense of just how fast time flies, consider that it was only a year ago this week that Lehman Brothers filed...

IMHO: Duty Calls?

When it comes to qualified retirement plans, there are three kinds of people: people who are fiduciaries and know it, people who aren’t fiduciaries and know...

IMHO: “Talent” Ed

As a kid, I remember sitting in church listening to a sermon about what I have since come to know as the “parable of the talents,”...

Anheuser-Busch Sued over QDIA Selection

Anheuser-Busch has been hit with a federal court lawsuit alleging the brewer and a trustee improperly designated an overly risky qualified default investment alternative (QDIA) for participants’ cash...
investment-oriented

Measuring the Unmeasurable

Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
investment-oriented

QDIA Essentials

Choosing among target-date funds, balanced funds, and managed accounts
trendspotting

Pick Me!

Advisers crucial to QDIA selection

Advisers Crucial to QDIA Selection

Financial intermediaries are continuing to adapt their business to meet the evolving needs of sponsors when it comes to qualified default investment alternatives (QDIAs).
investment-oriented

A Calculated Risk

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
investment-oriented

An Elusive Target

With no industry consensus on how to benchmark target-date funds, what can advisers do?
intro

Fresh Perspectives

Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities
intro

Simply the Best

Get to know the Retirement Plan Adviser and Adviser Team of the Year
chalk talk

Special Treatment

Where fiduciary governance, employee meetings, and asset allocation converge
micro scope

Small World

Data show micro plans are not simply miniature replicas of the larger-plan space