The QDIA Decision

Does Your Strategy Align with Plan Goals and Demographics?

September 04, 2014 | Retirement Plans

The QDIA Decision

Does Your Strategy Align with Plan Goals and Demographics?

The QDIA Decision, written in collaboration with Fred Reish and Bruce Ashton, will assist fiduciaries in making a reasonable choice for a suitable type of QDIA (Qualified Default Investment Alternative), as well as an appropriate investment strategy fit, thus fulfilling their obligation under ERISA guidelines for the prudent selection and monitoring of the QDIA.

“Fiduciaries must be attentive, but more than that, they must be knowledgeable – about how the plan is to be administered, about investment issues and about the needs of the participants.”

C. Frederick Reish

Drinker, Biddle & Reath LLP

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The QDIA Decision

Our Solutions

We believe plan participants benefit from continuous oversight and ongoing portfolio adjustments as market conditions change. Our goal is to maximize outcomes while minimizing risk to help participants meet their retirement savings needs.

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“It is especially important that fiduciaries examine the asset allocation experience and track record of the investment professionals managing their QDIAs over a variety of market environments.”

Jeffrey S. Coons, President

Additional Resources
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Identify Your QDIA Solution

Use QDIA Sync to evaluate your plan’s demographics and generate a report that provides a suitable QDIA solution, risk profile and investment characteristics.

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Our View on Demographics

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Raising the Bar on Target Date Due Diligence: Demographics Matter

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Why Do I Need a QDIA?

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About the Authors

Jeffrey S. Coons, CFA®, PhD

Manning & Napier

Jeffrey S. Coons is the President of Manning & Napier. As President, Dr. Coons’ responsibilities include working closely with our CEO, Patrick Cunningham, on strategic initiatives for the firm, as well as having direct oversight of several areas within the firm, such as our Operations and Client Analytics departments. He is also a member of the Senior Research Group, which is responsible for overseeing the firm’s investment disciplines and policies, such as our pricing disciplines.

C. Frederick Reish

Drinker, Biddle & Reath LLP

C. Frederick Reish is a partner at Drinker Biddle & Reath LLP’s Employee Benefits & Executive Compensation Practice Group, Chair of the Financial Services ERISA Team and Chair of the Retirement Income Team. His practice focuses on fiduciary issues, prohibited transactions, tax-qualification and retirement income.

Bruce L. Ashton

Drinker, Biddle & Reath LLP

Bruce L. Ashton is a partner at Drinker Biddle & Reath LLP’s Employee Benefits & Executive Compensation Practice Group. With more than 35 years of practice, Bruce has gained wide experience representing businesses in sophisticated business transactions and employee benefits matters. Bruce's practice focuses on all aspects of employee benefits issues.

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