Tag: QDIA

Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans.

Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.

The QDIA Blue Book from Thornburg Investment Management helps advisers analyze qualified default investment alternatives.

Extreme equity investing in DC retirement plans has declined.

Plan fiduciaries need a complete grasp of the vulnerabilities of their target-date strategies, and sources recommend tools and a documented process.

Half of plan sponsors do not take advantage of qualified default investment alternative safe harbor protections, a survey finds.

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.

Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan sponsors and participants.

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...

Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.

There’s no shortage of discussion in the retirement plan advisory business about the disruptive power of technology, and how business models may transform in the years ahead.

In an effort to combat participant inertia, more plan sponsors are considering the process of re-enrollment, says a recent brief from J.P. Morgan Asset Management.

Target-date funds (TDFs) are again put in the Department of Labor (DOL) spotlight for comments. Widely held in retirement accounts, TDFs may not be fully understood by investors. 

It can improve participants’ portfolio construction, asset allocation and also participant outcomes. So what should advisers tell reluctant plan sponsors about auto re-enrollment?

“While we as advisers understand a lot of pieces of the puzzle, the plan sponsor doesn’t,” Keith Gredys, CEO and president of Kidder Benefits Consultants Inc., told attendees...

A recent white paper examined how improved transparency with target-date funds would help retirement plan fiduciaries better understand the funds’ holdings.

While stable value funds are popular with retirement plan sponsors, more education about them is needed, a study found.

By and large, 401(k) plans have been a success. 

Reenrollment in a QDIA can help improve plan diversification, according to a Vanguard research paper.