What criteria are important when choosing a default investment alternative for a retirement plan?

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  • from lowest cost to highest value
  • from counting starts to evaluating criteria
  • from blind trust to transparent verification
  • from data dump to documented decision process

find out more about the QDIA BLUE BOOKTM service for evaluating default investment alternatives, click here.

Find out what is important to you!

At the end of this study you will be able to enter your name and contact information to receive:

a customized profile showing the relative importance to you of 13 performance, risk and organization criteria that should be considered when evaluating the suitability of a default investment alternative in a retirement plan
a comparison of how similar or dissimilar your priorities are compared to all other advisors who complete this study.
a series of short briefing papers that will provide you with actionable insights into the relative strengths and weaknesses of different default investment alternatives for retirement plans
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