Franklin Templeton, iJoin Seek to Expand Access to Goals-Based Personalization
The firms say their new partnership will allow advisers to provide a personalized investing solution to participants in smaller plans.
Tag: qualified default investment alternative
Investing
Despite Reservations, Sponsors’ Interest in Annuities is Growing
Advisers should be educated about annuities and how to analyze them to help plan sponsors decide the best products to use.
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Investing
Client Service
Data Points
The Latest Word on ESG
In terms of plan investing, fiduciary duty continues to come first.
Bank of America to Launch Managed Account Service for Retirement Plans
This is the first time it is pairing a managed account and retirement planning solution from its chief investment office.
Proactive Plan Sponsors Reap Benefits
Plan sponsors that fully automate their plans are more likely than others to believe their workers are on the path towards a financially secure retirement, J.P. Morgan found.
Managed Accounts as the QDIA
Advisers make a difference in some cases, but not all
Practice Development
Data & Research
Client Service
Data & Research
Data Points
Compliance
Compliance
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Client Service
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Retirement Income Options
Why advisers should offer solutions to their plan sponsor clients
Setting Defaults and Auto-Escalations Too Low May Undermine their Power
In addition, a person invested in a stable value fund versus someone invested in a target-date fund could end up with a balance as much as 59% lower, BlackRock says.
Another Survey Finds Saving for Retirement Is Employees’ Top Financial Concern
Monthly expenses are their second concern, The Standard found in a survey.
Americans’ Top Financial Concern is Retirement Savings
However, only 33% are confident about their retirement readiness.
Ups, Downs of Balanced Funds
Just 8.9% of plans employ these funds as their default investment
BlackRock Calls for Expanding Access to Retirement Plans
One measure is to encourage MEPs by eliminating the “nexus” requirement.
Selecting the Optimal QDIA
How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.
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.
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.
The Next Big Thing
What could be the next major development, following the passage of the Pension Protection Act more than 10 years ago?