Tag: qualified default investment alternative

Compliance July 24th, 2018

BlackRock Calls for Expanding Access to Retirement Plans

One measure is to encourage MEPs by eliminating the “nexus” requirement.

Compliance June 15th, 2018

Selecting the Optimal QDIA

How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.

Products April 26th, 2018

Firms Partner to Provide Customized QDIA for DC Plan Participants

Offered by Alight Solutions, WealthSpark combines highly customized investment portfolios designed by AllianceBernstein (AB) with Personal Capital’s digital wealth management tools.

Client Service February 8th, 2018

Using Data to Determine the Best QDIA for Your Clients

A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit for a plan's demographics.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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What's Driving the Growth of Semi-Custom TDFs?

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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Ascensus Outlook and Growth Strategy

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

Two Key Themes for DC Plans
Sponsored by PIMCO

MARKET MIRROR

Yesterday, the Dow lost 181.45 points (0.68%) to finish at 26,562.05, the NASDAQ was up 6.29 points (0.08%) at 7,993.25, and the S&P 500 decreased 10.30 points (0.35%) to 2,919.37. The Russell 2000 was down 7.00 points (0.41%) at 1,705.32, and the Wilshire 5000 closed 110.64 points (0.36%) lower at 30,313.36.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 3.076%. The price of the 30-year Treasury bond decreased 832, bringing its yield up to 3.214%.

Industry White Papers

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