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QDIA Evaluation

Fiduciaries seeking protection under the Pension Protection Act of 2006 need to ensure that a qualified default investment alternative (QDIA) is capable of satisfying participants long-term retirement needs. To help meet this objective, PEI facilitates a discussion with clients to evaluate the approved QDIA options and analyzes the options relative to clients’ requirements. The thoroughness and reported documentation of the QDIA validation is important in a prudent fiduciary process, one necessary for fiduciary protection.

Our difference is demonstrated in how we:

  • Employ a large and experienced research team with deep, practical knowledge on each QDIA option

  • Clearly present a list of pros and cons of each QDIA option that enable plan fiduciaries to make informed decisions