QDIA Selection Process

The focus of plan design has changed from simply offering more choices to seeking to improve plan outcomes. We offer investment solutions and tools to help tailor plans to the specific needs of plan sponsors and participants.

Effective Qualified Default Investment Alternative (QDIA) selection requires a firm idea of a retirement plan’s objectives. Additional research is necessary to align the right investment with the needs of the plan.

Three Step Selection Process

Step 1

Assess the plan's overall objectives with participants in mind.

Step 2

Establish the criteria and process for comparing QDIA options.

Step 3

Review the plan's QDIA selection annually.

Consider participant demographics and behaviors, the availability and costs associated with each option and the ability to monitor the QDIA selection to ensure it continues to meet the needs of the plan and its participants.

Contact Us to discuss helping your plan sponsors with their QDIA selection process.