Library

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 …

Library » Types of Qualified Plans

May 20, 2014 | Retirement Plans

Before adopting a qualified plan, an employer should first understand the various types of plans available, so that a plan that best meets the employer’s goals and objectives can be chosen. Qualified plans come in two basic flavors: Defined Contribution (DC) Plans and Defined Benefit (DB) Plans. …

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, …

Library » Is a Roth IRA Conversion Right for You?

March 11, 2014 | Planning for Retirement

Introduction Traditional and Roth IRAs are two powerful tax-advantaged savings vehicles. While Roth IRAs were first established in 1997, historically low tax rates during the past decade and the ability of investors of all income levels to convert Traditional IRAs to Roth IRAs (since 2010) have …


Loading...