Tag: QDIA

dean's list

Opportunity “Knocks”

The past year has brought with it an extraordinary amount of change to our industry.
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