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. ...
Tag: QDIA
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!
dean's list
Opportunity “Knocks”
The past year has brought with it an extraordinary amount of change to our industry.
law & order
Choose Your Designated Hitter
Final QDIA regulations likely to bring changes for many plans
Senate Hearing Asks, Are Target-Date Funds Missing the Mark?
This week a Senate committee will once again take up the topic of target-date funds.
IMHO: Conference “Calls”
As I was listening to, and participating in, panels at our Future of Asset Allocated Funds conference in California this past week, I was struck again...
Target Date Funds a “Particular Focus” For SEC
The Securities and Exchange Commission (SEC) is taking a hard look at retirement products, including the positioning of target-date funds.
IMHO: Target Aims
Asset-allocation fund solutions have, to put it mildly, exploded on the retirement plan scene—aided in no small measure by the sanction of the Department of Labor’s final regulations...
PANC 2009: What to Consider When Selecting a QDIA
The selection of a qualified default investment alternative is one of the most important plan sponsor investment decision because of how many participants it may affect.
IMHO: When You Assume…
Somewhere in the course of your professional life, you have no doubt heard (or used) the expression about what happens when you assume1.
IMHO: Under New Management
Sitting in the audience at the ASPPA/DoL Speaks conference last week, I was reminded just how disruptive it can be to have a new boss.
EBSA Sets Out Carrot, Stick Agenda
When it comes to employee benefit plans, there’s a new sheriff in town.
Former Assistant Secretary of Labor Joins D.C. Law Firm
Schiff Hardin LLP has announced that former assistant secretary of labor for employee benefits Bradford P. Campbell joined the firm’s Washington, D.C., office in the Employee Benefits and...
IMHO: Domino Theories
If you want to get a quick sense of just how fast time flies, consider that it was only a year ago this week that Lehman Brothers filed...
IMHO: Duty Calls?
When it comes to qualified retirement plans, there are three kinds of people: people who are fiduciaries and know it, people who aren’t fiduciaries and know...