How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Tag: QDIAs
Core Menus Need to Evolve
David Blanchett of PGIM argues that qualified retirement plan menus have ‘notable gaps’ in alternative asset classes that would improve...
Managed Accounts, By the Numbers
PLANSPONSOR’s latest plan sponsor research reveals how managed accounts are being used—or not—on the ground.
3 Cs Give Many Plan Sponsors Pause on In-Plan Retirement Income
A Greenwald study finds plan sponsors often in favor of retirement income, but seeking solves for complexity, cost and choice.
More TDF Underperformance ERISA Lawsuits Filed
The new cases closely resemble a host of others filed in recent months that suggest fiduciary defendants selected underperforming target-date...
PRACTICE PROGRESS Webinar Series: CITs and More
The 2022 PLANADVISER Practice Progress Webinar Series continues August 16 with a timely session on collective investment trusts and other...
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
One fiduciary insurance expert who has long been tracking ERISA litigation says a spate of new complaints filed in recent...
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the...
Investment-Oriented
Continued Growth
Hybrid QDIAs are evolving to offer a source of retirement income.
Ideas for a QDIA Design That Will Better Serve Participants Ready to Retire
Jason Shapiro notes that some DC plan participants may stay in their plan after retirement and rely on TDFs’ asset allocation for retirement income for possibly 30 years...
DOL Receives Recommendations for Lifetime Income in DC Plans
The ERISA Advisory Council sent a report to Secretary of Labor R. Alexander Acosta focusing on recommendations for promoting lifetime income (LTI) within defined contribution (DC) plans through...