Statement 

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There is no guarantee provided by any party that participation in any of the advisory services will result in a profit.

Consider this:

The following ranges may help you determine A transition criteria based on age

20-30 points

Consider a transition age between 40 – 44 because many of your employees may have unique retirement planning needs and need financial planning help.

31-35 points

Consider a transition age between 45 – 49 because some of your employees may have unique retirement planning needs and need financial planning help.

36-40 points

Consider a transition age over 50 because select employees may have unique needs and need financial planning help.

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A guide for QDIA and dynamic QDIA transition age selection

These seven questions may help with selecting your plan’s qualified default investment alternative (QDIA).

As a plan fiduciary, you have the responsibility to select an investment option that is appropriate for your plan’s participants and meets the Department of Labor’s QDIA requirements. You also have an ongoing obligation to monitor the QDIA to ensure it remains appropriate.

The questions within do not constitute investment advice. They are intended for use in consultation with the appropriate parties when considering a plan’s QDIA.