Tag: QDIA

fiduciary fitness

Default Vault

Department of Labor QDIA regs released
fiduciary fitness

Making the Grade

Understanding the EACA exception for nondiscrimination tests

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...

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...

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.  

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...

IMHO: “Talent” Ed

As a kid, I remember sitting in church listening to a sermon about what I have since come to know as the “parable of the talents,”...

Anheuser-Busch Sued over QDIA Selection

Anheuser-Busch has been hit with a federal court lawsuit alleging the brewer and a trustee improperly designated an overly risky qualified default investment alternative (QDIA) for participants’ cash...
investment-oriented

Measuring the Unmeasurable

Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
investment-oriented

QDIA Essentials

Choosing among target-date funds, balanced funds, and managed accounts
trendspotting

Pick Me!

Advisers crucial to QDIA selection