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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 …

Library » The Benefits of Incorporating a Full Range of Lifestyle Options on an Investment Menu

January 02, 2014 | Retirement Plans

Introduction A well-structured and well-communicated investment menu can help Plan Sponsors manage their fiduciary liability and is key to minimizing a wide range of common problems associated with participant-directed plans. To that end, lifestyle or risk-based options have been promoted as a …

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 …


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