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The QDIA Decision: Does Your Strategy Align with Plan Goals and Demographics? (PDF)
Jeffrey S. Coons, of Manning & Napier; in collaboration with Fred Reish & Bruce Ashton, of Drinker Biddle & Reath LLP Sept. 18, 2014 16 pages. "This paper is intended to discuss how plan demographics and sponsor goals may influence the QDIA selection process, and covers the following points: [1] Selecting an appropriate type of QDIA (i.e., single balanced fund or suite of TDFs) in light of plan demographics and sponsor goals; [2] If the fiduciary decides to use TDFs, selecting specific target date fund investment strategies that best fit plan demographics and sponsor goals; and [3] Given the DOL' s guidance for plan sponsors to consider custom glide path alternatives, the demographics that may suggest a need for customization." |
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