J Simmons Posted October 12, 2009 Posted October 12, 2009 Does anyone know of a listing of available managed, balanced and target-date funds that satisfy the QDIA requirements, such as no back end loads or other surrender charges if within 90 days of the first deposit the employee gives an investment directive outside of the QDIA? John Simmons johnsimmonslaw@gmail.com Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.
MSN Posted October 12, 2009 Posted October 12, 2009 It's been my experience that fund companies are generally unwilling to state that any of their funds meet the requirements of a QDIA and rather leave it to the financial adviser to determine if the fund meets those criteria. Because of this, I doubt such a list of QDIA compliant funds exists. If you find one though, I'd love to get a copy!
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