MFS Adds TDFs with 5-Year Increments
MFS Investment Management added five funds to its Lifetime Funds target-date suite, now offering funds in five-year increments through 2055.
Tag: QDIA
Study Finds Room for Improvement in QDIA Offerings
Although plan sponsors report high satisfaction levels with their current QDIA (qualified default investment alternatives) investment managers, opportunities exist for aspiring managers to differentiate themselves.
IMHO: Underlying Assumptions
Last week the Government Accountability Office (GAO) issued two reports focused on 401(k) plans.
Financial Engines Unwraps New Retirement Income Solution
Financial Engines has rolled out what it calls “the first retirement income solution designed specifically for 401(k) plans.”
IMHO: Warning “Labels”
Litigation—or more accurately, the fear of litigation—frequently serves to put us on notice.
EBSA Regulatory Agenda Focuses on Fees
In a live Web chat discussing the Department of Labor’s Employee Benefits Security Administration’s (EBSA) Semiannual Regulatory Agenda, Assistant Secretary of Labor Phyllis C. Borzi said the Agency will...
EBSA Unveils Target-Date Disclosure Proposal
Federal regulators on Monday released a long-awaited rule to require more disclosures about target-date funds.
IMHO: Thanks Giving
Thanksgiving has been called a “uniquely American” holiday, and one on which, IMHO, it is fitting to reflect on all for which we have to...
IMHO: Scale Model
I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.
Report Highlights Savings Gaps, Ways To Close Them
A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...
Managed Accounts Lag as QDIA Option, but Opportunity Still Exists
Since the Department of Labor issued its regulations on qualified default investment alternatives (QDIAs), target-date funds have been favored as a QDIA selection for plan sponsors.
dean's list
QDIA Essentials
PLANSPONSOR’s National Conference earlier this summer featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics.
New Standard Solution Combines Behavioral Finance, Best Practices
Standard Retirement Services has announced the launch of enhanced retirement plan solutions.
IMHO: QDIA Essentials
PLANSPONSOR’s National Conference last week featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics. ...
Court Moves Forward Claims of Defaulted Participant
A federal court judge has refused to dismiss claims by a 401(k) participant that plan fiduciaries breached their duties when they transferred his accounts into a new default...
DoL Plans to Amend Target-Date QDIA Rules
The U.S. Department of Labor (DoL) has announced plans to change a 2007 mandate requiring that employers give participants more target-date fund information.
intro
Winner’s Circle
Congratulations to Chad Larsen and Stephen Wilt and the STAR Group, our retirement plan adviser and adviser team of the year!
law & order
Choose Your Designated Hitter
Final QDIA regulations likely to bring changes for many plans