How Should Advisors Approach QDIA Selection Under DOL’s New Rule

National Association of Plan Advisors [NAPA]

The Department of Labor’s proposed rule, Fiduciary Duties in Selecting Designated Investment Alternatives, could reshape how retirement plan advisors and fiduciaries evaluate investment options in participant-directed DC plans. This session is designed for professionals who want to understand the proposal’s implications for plan investment selection, oversight, and QDIA decision-making.

Learning Objectives:

• Understand the Department of Labor’s proposed rule and its implications for selecting and monitoring QDIAs 
• Apply the six-factor framework to assess risk adjusted outcomes, document value beyond lowest cost, identify meaningful benchmarks for innovative and personalized managed account designs, and repurpose the framework for ongoing monitoring
• Incorporate the framework into an ongoing monitoring process to support oversight of clients’ defined contribution plans

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