Tag: QDIA

A Better DC Plan Core Investment Menu

Automated asset-allocation solutions designed for retirees are indeed popular, but the majority of defined contribution plan participants still use the core investment menu.

Plan Sponsors Have Questions About Dynamic Default Investments

Progressive plan design features take time to catch on, including the emerging “hybrid QDIA” approach that pairs TDFs and managed accounts; experts say plan sponsors are interested, but they remain unsure about the right way to design and deliver a dynamic default investment.

Even Passive TDF Glide Path Designs Require Active Thinking

“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 of a TDF, can translate into meaningful differences in investment risks and results, even among passive TDFs,” observes Jake Gilliam at Charles Schwab.