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An All-ETF Fund Lineup Paired with Advisor-Managed Accounts as the QDIA: A Guide for Plan-Sponsors

by cognisgrpcom | May 12, 2025 | Personalized Solutions, Plan-Participants, Plan-Sponsors

As a plan sponsor, selecting an investment lineup and default investment option (QDIA) that best serves your participants is critical. An all-ETF fund lineup combined with advisor-managed accounts as the QDIA is an increasingly popular approach that leverages the...

Individualized Glide Path Solutions [iGPS]: Essential Insights for Plan-Sponsors

by cognisgrpcom | Mar 27, 2025 | Personalized Solutions, Plan-Participants, Plan-Sponsors, Small Business 401(K) Plans

Plan sponsors seeking to enhance retirement savings for their employees benefit from understanding the nuanced offerings of individualized glide path solutions. iGPS offers a tailored solution that designs a custom glide path for each employee, unlike traditional...

A Dynamic Qualified Default Investment Alternative [QDIA]: Balancing Growth & Security

by cognisgrpcom | Mar 26, 2025 | Personalized Solutions, Plan-Sponsors, Small Business 401(K) Plans

In today’s ever-changing financial landscape, finding the right retirement investment strategy can be a challenge. A Dynamic Qualified Default Investment Alternative (QDIA) may offer the flexibility needed to adapt over time, providing the best of both...

The Case for Professionally Managed 401(K) Participant Accounts: Enhancing Financial Security

by cognisgrpcom | Mar 19, 2025 | Personalized Solutions, Plan-Participants, Plan-Sponsors, Small Business 401(K) Plans

Navigating the complexities of retirement planning can be daunting, especially when considering the vast array of options available. Among these options, professionally managed 401(k) participant accounts stand out for their personalized approach to account...
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