Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Hall County Government
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Loan & Distribution Specialist AimPoint Pension
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Managed Accounts: What to Consider When Selecting a QDIA (PDF)
Defined Contribution Institutional Investment Association [DCIIA] Nov. 6, 2020 "This paper poses several questions that a typical Committee might ask when evaluating a QDIA, whether the QDIA is a professionally managed account program or one composed of target date funds (TDFs).... [I]mportant differences between [managed accounts (MAs)] and TDFs are reviewed ... Responses from both MA and TDF providers are also included ... with additional perspective offered by investment consultants and, as appropriate, ERISA counsel[.]" |
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