Library

Active Management Estate Planning Fiduciary Financial Planning Fundraising Governance Investment Management Investment Themes Market Commentary Planning for Retirement Retirement Plans Tax Planning
All Audiences Endowments & Foundations Financial Advisors Individuals Institutions Plan Sponsors Taft-Hartley
Article Publication Video Webinar
401(k)X

Library » Common Fiduciary Considerations Related to Target Date Options

May 12, 2014 | Retirement Plans

Introduction Given the variety of target date options available in the marketplace today, how does a plan fiduciary determine which family is right for a specific plan? When evaluating target date options, it is important to keep in mind that quantitative factors play an important role. However, …

Audience

Plan Sponsors Financial Advisors

Tags

white paper target date due diligence QDIA practice management glide range 401(k)

Library » The Re-Emergence of Collective Investment Trust Funds

February 15, 2014 | Retirement Plans

Introduction As the retirement plan industry has evolved, so has the structure of investment vehicles used in 401(k) plans. Collective Investment Trust funds (CITs) have been available for decades (first launched in 1927) and were offered in very early 401(k) plans. However, the early versions …

Audience

Plan Sponsors Financial Advisors

Tags

white paper 401(k) defined contribution practice management CITs

Library » Manning & Napier’s Risk-Based Strategies as a QDIA

December 30, 2013 | Retirement Plans

Introduction The provisions of the Pension Protection Act (PPA) of 2006 defined balanced and risk-based funds as one of three types of qualified default investment alternatives (QDIA) for use in qualified retirement plans. While the final regulations require plan fiduciaries to meet several …

Audience

Plan Sponsors Financial Advisors

Tags

white paper risk-based QDIA practice management 401(k)

Loading...