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,”...
Tag: QDIA
Prudential Calls for Stable Value To Be Included as QDIAs
Testifying before the U.S. Department of Labor’s ERISA Advisory Council, James King, Jr., vice president and head of Prudential Retirement’s Stable Value Markets Group, urged that stable value...
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
Vanguard Says Re-enrollment Could Help
Participants in defined contribution plans might benefit from re-enrolling into a qualified default investment alternative (QDIA), according to a Vanguard study.
Advisers Crucial to QDIA Selection
Financial intermediaries are continuing to adapt their business to meet the evolving needs of sponsors when it comes to qualified default investment alternatives (QDIAs).
investment-oriented
A Calculated Risk
Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
investment-oriented
An Elusive Target
With no industry consensus on how to benchmark target-date funds, what can advisers do?
intro
Fresh Perspectives
Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities
Select Department
Features To Fix the 401(k)
The state of today’s 401(k) participant and what we can do about it
investment-oriented
Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
chalk talk
Special Treatment
Where fiduciary governance, employee meetings, and asset allocation converge
micro scope
Small World
Data show micro plans are not simply miniature replicas of the larger-plan space
investment-oriented
Grabbing the Right Option
The QDIA regulations open the door for new default options
investment-oriented
Risky Business
Lifestyle funds and allocation models remain popular with advisers