QDIA Blue BookTM Fund Evaluation Service

From Counting Stars to Evaluating SuitabilityTM

03_BdSite_Services_QDIA_Image_advisors

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.

03_BdSite_Services_QDIA_Image_managers

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.