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  • Optimizing QDIAs for Retirement
    Optimizing QDIAs for Retirement The article describes the factors that should determine ... fund components should itself be regarded as a dynamic optimization exercise. Plan sponsors without internal ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium
    Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium Discussion ... enrollment, auto- deferral escalation, and automatic dynamic portfolio management (e.g., target- date funds) ...

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    • Authors: Stacy Schaus
    • Date: Oct 2018
    • Competency: Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans