AFP 2011 National Conference
Design Trends in Qualified Default Investment Alternatives (QDIA) After the Financial Meltdown
November 8, 2011
This session will cover the evolving trends in target-date funds, risk-based asset allocation, balanced accounts, managed accounts and other QDIAs. Hear insights on QDIA issues and DoL regulations. Are providers changing their products in response to these regulatory initiatives? Have plan sponsor perceptions of QDIAs shifted? Join this lively discussion and learn what elements of these solutions pose the greatest challenge for plan sponsors and their participants.
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Comprehensive Retirement Solutions
• Investment Policy Statement
• Asset Allocation and Gap Analysis
• Investment Fund Analysis
• Target Date Fund Evaluation
• Fee Analysis
• Investment Performance and Plan Monitoring
• Plan Benchmarking
• Provider Search and Evaluation
• Plan Design
• Fiduciary Services
• Education and Communication
• Regulatory and Legislative Updates
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Knowledge and Experience
Each of our consultants has over 25 years of Wall Street experience advising institutional investors, corporations, foundations and endowments. Our talented, dedicated team of professionals have practical experience at major global institutions in addition to holding MBAs and the Chartered Financial Analyst (CFA) designation. These credentials empower us to create pragmatic solutions to a diverse range of consulting engagements.
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