Help - Search - Members - Calendar
Full Version: Listing of QDIAs?
BenefitsLink Message Boards > Retirement Plans > Investment Issues (including self-directed)
J Simmons
Does anyone know of a listing of available managed, balanced and target-date funds that satisfy the QDIA requirements, such as no back end loads or other surrender charges if within 90 days of the first deposit the employee gives an investment directive outside of the QDIA?
MSN
It's been my experience that fund companies are generally unwilling to state that any of their funds meet the requirements of a QDIA and rather leave it to the financial adviser to determine if the fund meets those criteria. Because of this, I doubt such a list of QDIA compliant funds exists. If you find one though, I'd love to get a copy!
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.