Regional Vice President of Sales The Retirement Plan Company
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Compass
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Many Sponsors Evaluating the Key Aspects of Their QDIAs
PLANSPONSOR; free registration may be required Aug. 18, 2011
At its most basic level, a QDIA evaluation should jibe with everything in a plan's investment policy statement, says Hal Bjornson, Executive Director and Head of Investment Services at J.P. Morgan Retirement Plan Services. 'Yet, there are elements to a QDIA, because you are defaulting people into it, that are different,' he says. Here are five key aspects of a QDIA analysis[.]
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