Library

Library » Avoiding the Bull Market Glide Trap: Is Your Plan’s Target Date Solution Taking Too Much Risk?

May 23, 2018 | Retirement Plans

It’s been over a decade since the Department of Labor (DOL) issued guidance on Qualified Default Investment Alternatives (QDIAs). Target date funds (TDFs) quickly became the favored QDIA choice for their ease of use and ability to help address well established participant behavioral challenges. …

Library » Narrowing In on the Right Approach

August 30, 2016 | Retirement Plans

Introduction One of the primary objectives that plan sponsors are tasked with is designing/implementing an investment menu that affords participants the greatest opportunity to achieve their retirement goals. While this seems like a relatively straightforward task, there is no one-size-fits-all …

Jeff Coons

President

Library » Raising the Bar on Target Date Due Diligence: Demographics Matter

June 22, 2015 | Retirement Plans

Manning & Napier and Strategic Insight are pleased to provide this whitepaper highlighting emerging trends and fiduciary considerations regarding certain popular industry target date due diligence tools. Investment due diligence–especially of the retirement plan’s default investment option–is …

Library » Webinar: Emerging Trends in Retirement Investment Due Diligence

June 15, 2015 | Retirement Plans

This discussion provides retirement plan advisors with industry intelligence on the recent trends in investment menu construction. In addition, it offers actionable advice on how retirement advisors can enhance their current due diligence processes with evaluation of the plan’s unique demographics …

Library » Roadmap to a Successful Tiered Investment Menu Design and Communication Program

December 04, 2014 | Retirement Plans

Introduction Since the beginning of 401(k) plans over 30 years ago, plan investment menus have seen many evolutions. The earliest plans typically offered just three investment options: a stock fund, a bond fund, and a cash equivalent fund. Options were valued infrequently and participants …

Spotlights » The QDIA Decision

September 04, 2014 | Retirement Plans

The QDIA Decision, written in collaboration with Fred Reish and Bruce Ashton, will assist fiduciaries in choosing a suitable type of QDIA (Qualified Default Investment Alternative), as well as an appropriate investment strategy fit, thus fulfilling their obligation under ERISA guidelines for the …

Library » Manning & Napier’s Target Date Strategies as a Qualified Default Investment Alternative (QDIA)

June 05, 2014 | Retirement Plans

Introduction The provisions of the Pension Protection Act (PPA) of 2006 defined target date 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 technical and …


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