Tag: qualified default investment alternative

Client Service October 29th, 2018

Another Survey Finds Saving for Retirement Is Employees’ Top Financial Concern

Monthly expenses are their second concern, The Standard found in a survey.

Data & Research October 11th, 2018

Americans’ Top Financial Concern is Retirement Savings

However, only 33% are confident about their retirement readiness.

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.