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QDIA Blue BookTM Fund Evaluation Service

From Counting Stars to Evaluating SuitabilityTM
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Using this service a plan advisor can:

 

  • Quantify what performance, risk and organization criteria are most important to plan fiduciaries.
  • Identify the most suitable target date, balanced, or custom Qualified Default Investment Alternative (QDIA) solution for the particular plan, reflecting plan fiduciary priorities and participant demographics.
  • Monitor a plan’s QDIA and provide a regular report on continuing suitability.
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Using this service an investment manager can:

 

  • Differentiate their offerings across multiple criteria, to deliver measured value to plan sponsors and their advisors.
  • Demonstrate in an unbiased, objective manner when their target date, balanced or custom Qualified Default Investment Alternative (QDIA) solution is most suitable for a particular plan, reflecting plan fiduciary priorities and participant demographics
  • Monitor and ensure the continuing suitability of their QDIA solution to the needs of the plan.

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