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Retirement Plan Administration Consultant Blue Ridge Associates
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Compass
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Mergers & Acquisition Specialist Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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MAP Retirement
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Retirement Plan Consultants
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Retirement Relationship Manager MAP Retirement
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Managing Director - Operations, Benefits Daybright Financial
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July Business Services
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Southern Pension Services
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Anchor 3(16) Fiduciary Solutions
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BPAS
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Pentegra
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Regional Vice President, Sales MAP Retirement USA LLC
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ESOP Administration Consultant Blue Ridge Associates
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View More Morningstar, Inc. Webinars, Podcasts and Conferences
Navigating Dynamic QDIAsMorningstar, Inc. |
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Aug. 5, 2024 On-Demand Webinar |
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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
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