Presented at the Association for Financial Professionals (AFP)
National Conference in Boston, MA
This session covers 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? Learn what elements of these solutions pose
the greatest challenge for plan sponsors and their participants.
Presented by:
Patrick Baumann
Assistant Treasurer
Harris Corporation
Linda Ruiz-Zaiko
President
Bridgebay®
Ashish Gandhi
Product Mgr. DC Solutions
Northern Trust
