The Evolving QDIA Landscape: What Defined Contribution Professionals Should Know
Presenters: John Leonard, Vice President, National DC Practice Leader, OppenheimerFunds and Bryan A. Martinez, Senior Vice President, Managed Account Sales, Fidelity Investments
Moderated by: Rich Lynch, Director, Fi360
November 05, 2018
Qualified Default Investment Alternatives (QDIA) in defined contribution (DC) plans have evolved toward enhanced customization aimed at helping participants build more savings over time. Managed Accounts may be the next step in the evolution bringing personalized, professional investment management to 401(k) participants. This presentation highlights current market trends, potential advantages, key considerations and results when utilizing Managed Accounts as a QDIA.
