From Counting Stars to Evaluating Suitability

FOR PLAN ADVISORS
FOR FUND PROVIDERS

The QDIA BLUE BOOKTM Service for evaluating Target Date Funds enables an advisor to identify the most suitable Target Date Fund series for any particular retirement plan.

The QDIA BLUE BOOKTM Service for Target Date Funds enables a provider to identify the retirement plans for which their solution is the most suitable.

Using this service a plan advisor can:

Using this service a fund provider can:

1
understand and quantify what performance, risk and organizational criteria are most important to the plan fiduciaries.
1
differentiate their offerings across multiple criteria, to deliver measured value to plan sponsors and their advisors.
2
identify the most suitable Target Date Fund series for the particular plan taking account of the plan fiduciaries' priorities and participant demographics.
2
demonstrate in an unbiased, objective manner when their Target Date Fund solution is most suitable to the plan fiduciaries' priorities and participant demographics.
3
monitor a plan's Target Date Funds and provide a regular report on continuing suitability.
3
monitor and ensure the continuing suitability of their Target Date Funds to the needs of the plan.