The QDIA Validation establishes a standard for evaluating QDIAs for compliance with regulatory requirements and to support the process of selection and monitoring of QDIAs required of ERISA plan fiduciaries.
The standards of the QDIA Validation permit plan fiduciaries and advisers to use consistent metrics to compare the variety of QDIA alternatives with very different styles and methods.
Dalbar uses these standards to evaluate QDIAs in any of their various forms and issues a detailed report of findings to QDIA providers, advisers and plan sponsors.
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