Navigating Dynamic QDIAs

Morningstar, Inc.

Dynamic QDIAs can provide the impact of personalization from managed account services to older retirement plan participants – but what is the right approach for younger participants within a plan? Join us as our panel discusses the importance of selecting the right QDIA, the growing trend towards personalized investment advice, and various dynamic QDIA approaches. This webinar is intended to help attendees gain a deeper understanding of how to enhance fiduciary duty, improve plan participant outcomes, and implement dynamic QDIA alternatives.

Agenda

• Learn the critical factors in selecting and optimizing QDIAs to fulfill fiduciary responsibilities.
• Discover the benefits and challenges of different dynamic QDIA approaches, including off-the-shelf and custom target-date funds.
• Understand the role of personalization in retirement planning and how to implement it effectively.

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