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Insights

TDF's Just Got Personal:  Introducing a Flexible and Personalized Step Forward

Posted by GuidedChoice on Apr 4, 2019 2:34:21 PM

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The first quarter always brings the excitement of new insights, new expectations, and new goals. It sets the tone and pace for the rest of the year. It’s a happy time.

At least it should be.

The new year also brings its fair share of stress because, for plan sponsors, it’s time to critically evaluate plan effectiveness. It’s time to answer tough questions. 

Who’s in, who’s out? Are assets up or down? How effective is my plan at helping

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Topics: target date funds, TDF, QDIA, TDFs, Personalized Target Date Fund, Custom Target Date Fund

Personalization: The Right Approach For Sponsors and Participants

Posted by Sherrie Grabot, GuidedChoice CEO and Founder on May 9, 2018 1:11:47 PM

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To date, the defined contribution (DC) retirement plan industry has looked to default solutions as a panacea. Automatic enrollment, default investment programs and automatic contribution escalation have been the prescribed “answers” to combat inertia and motivate an under-saved workforce to build their retirement nest egg.

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Topics: TDF, Business Insights, Fiduciary Responsibility, QDIA, TDFs, Managed Accounts

QDIAs Help Plan Sponsors Meet Their Fiduciary Liability: A Free Guide

Posted by GuidedChoice on Oct 20, 2017 12:32:45 PM

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Qualified default investment alternatives can protect you from fiduciary liability if your participants’ investments suffer losses. To receive this protection, you must take specific steps in selecting the best QDIA for your plan.  This guide will walk you through the selection process and how to ensure you receive the safe harbor protection a properly-selected QDIA can provide.

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Topics: All, Fiduciary Responsibility, QDIA, Qualifed Investment Default Alternative, Fiduciary Duty

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