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).
Tag: QDIA
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
Select Department
Features To Fix the 401(k)
The state of today’s 401(k) participant and what we can do about it
investment-oriented
Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
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
investment-oriented
Grabbing the Right Option
The QDIA regulations open the door for new default options
investment-oriented
Risky Business
Lifestyle funds and allocation models remain popular with advisers
dean's list
“Beta” Test
After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision: We bought...
investment-oriented
Measuring the Unmeasurable
Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?
IMHO: A Window of “Opportunity″
The past year has brought with it an extraordinary amount of change to our industry.