
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.

Investment Product Launches
Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.

Inching Forward

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 that might have performed better.

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 401(k) plans.
A Balanced Fund or a TDF?
Set It and Forget It?

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 capability and the obligation to close the workplace retirement savings coverage gap.

Seeing the Bigger QDIA Picture

Scrutinizing TDFs and Considering Balanced Funds

Talking Digital Advice Trends With Morningstar and DFA

Despite Reservations, Sponsors’ Interest in Annuities is Growing
Advisers should be educated about annuities and how to analyze them to help plan sponsors decide the best products to use.

The Latest Word on ESG
Bank of America to Launch Managed Account Service for Retirement Plans
This is the first time it is pairing a managed account and retirement planning solution from its chief investment office.

Part Art, Part Science: Managed Account Due Diligence
A managed account program’s fees can be cut in half if it’s selected as a retirement plan’s default investment, although cost is just one of many important due diligence factors.

QDIAs Have Evolved. They Will Again After the Coronavirus.
Proactive Plan Sponsors Reap Benefits
Plan sponsors that fully automate their plans are more likely than others to believe their workers are on the path towards a financially secure retirement, J.P. Morgan found.
Managed Accounts as the QDIA
