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This discussion provides retirement plan advisors with industry intelligence on the recent trends in investment menu construction. In addition, it offers actionable advice on how retirement advisors can enhance their current due diligence processes with evaluation of the plan’s unique demographics and qualitative assessment of investment managers.

Topics covered in detail include: the importance of plan demographics in QDIA selection, fiduciary processes for evaluating the type of product that may be appropriate for the plan, and qualitative factors to include in manager due diligence.