23
Benefits of QDIA Re-Enrollment Using Managed Accounts
Date: July 23, 2024
Time: 2:00 pm - 3:00 pm EST
In this session, learn how re-enrollment may be used to improve participant investing and provide fiduciary protections. Our presenter, Dan Fay, SVP at Stadion Money Management will discuss how managed accounts, which offer customization at the participant level, can serve as a personalized Qualified Default Investment Alternative (QDIA) option.
By the end of the session, attendees will…
- Learn how re-enrollment may be used to improve participant investing and provide fiduciary protections.
- Understand considerations when selecting a Qualified Default Investment Alternative (QDIA).
- Discover how managed accounts can serve as a personalized QDIA option.
This webinar is pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.