Browsing Tag
Qualified Default Investment Alternatives (QDIA)
37 posts
Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy
Guaranteed lifetime income remains a hot topic in the workplace retirement plan market and there are plenty of factors at play these days that are helping these solutions gain traction—and more widespread adoption—in 401(k) plans.
Imminent Crises are Opportunities for Financial Advisors
Ron Surz says that fear will obsess 401(k) investors after the next stock market crash. This creates opportunities for investment advisors.
Managed Accounts Can’t Work for Defaulted 401(k) Participants
Because defaulted participants do not want to engage, you can’t know what they need and want
Reintroduced Bill Provides Relief for Annuities in QDIAs
The bil would permit annuities to be the default 401(k) investment option for workers enrolled in an employer-sponsored 401(k) plan
401(k) Fiduciaries Put Defaulted Participants at Great Risk when they Cross this Bright Red Warning Line
Ron Surz says 401(k) fiduciaries choose the risk for defaulted participants, and in doing so unwittingly step over a bright red line into excessive risk that jeopardizes lifetime savings of defaulted participants near retirement
Principal Rolls Out Hybrid QDIA to Meet Rising Market Demand
‘Principal Intelligent QDIA’ launched at NAPA 401(k) Summit as demand for personalized retirement investment strategies continues to increase
Target Date Solutions Launches Software that Facilitates Personalized Target Date Accounts
PTDAs are customized to the individual’s risk preference and retirement date
Jake Eigner Talks Final SECURE 2.0 Hurdles and New ESG Rule Impacts
Groom Law Group Attorney Jake Eigner—a rising young star in the ERISA community—highlights some of the sticking points…
A Closer Look at Biden Administration’s New ESG Rule: Groom Law Group
George Sepsakos and Jake Eigner analyze specific changes created by the DOL’s new ESG rule released on Nov. 22
Automatic for the People: Workers Want “Extreme” 401k Plans
More and more 401k participants want “extreme” automatic 401k plans from their employers, according to new research from…