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Prudential Financial Describes QDIA Rules, Includes Link to 'Decision Tree' (PDF)
Prudential Financial
Nov. 28, 2007
6 pages; see last page for link to a handy 2-page 'decision tree' document. Excerpt: Plan sponsors should review these rules to determine whether a change to the plan's default investment is prudent. Plan sponsors are not required to comply with these rules, but may choose to comply to receive the additional fiduciary protection offered by the safe harbor.... Prudential Retirement has developed a QDIA Decision Tree to assist you with this decision-making process.
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