Target Date Funds/QDIA Analysis (Project)
Target date funds have become the most popular choice for a plan’s default option QDIA (Qualified Default Investment Alternative).
As a Plan Sponsor, ask yourself: What process and documentation do we have for the selection of our target date funds as the default option?
By engaging Comperio on a one-time project basis, clients receive a comprehensive assessment of their plan’s current target date offering. Our formalized process integrates the plan’s specific needs with a thorough evaluation of the current and alternative target date fund universe. We provide a detailed investment analysis of the target date funds and a written report that documents the entire fiduciary process for evaluating and selecting target date funds.
Learn more about our detailed target date analysis process by viewing our case study.
Comperio Retirement Consulting has been named one of the largest 100 Investment Consultants in the United States according to Pension & Investments (P&I) for the past 7 years