The QDIA Blue Book fund evaluation service equips you with the support and the tools you need to help plan fiduciaries identify the most suitable off-the-shelf or custom target date default investment solution for any plan. Unlike other methodologies that compare only off-the-shelf target date fund (TDF) solutions, the QDIA Blue Book is uniquely positioned to enable you and your clients to include custom TDF solutions in your analysis, addressing an important due diligence step suggested in the DOL’s TDF Tip Sheet.
The unique, patented methodology deployed in the QDIA Blue Book takes investment analysis to the next level by taking into account a plan’s particular policies, priorities, and participant demographics. By walking your clients through a simple suitability questionnaire, the QDIA Blue Book will apply maximum difference scaling (MaxDiff) to use the information from the suitability questionnaire to determine the relative importance of 13 different criteria that will be used to evaluate the suitability of selected QDIA options.
You will be empowered to:
- Quantify which performance, risk, and organization criteria are most important to each plan’s fiduciaries
- Identify the most suitable target-date or risk-based solution for each plan, based on the plan fiduciaries’ priorities and participant demographics
- Help plan sponsors manage their fiduciary responsibility related to selecting and monitoring a plan’s QDIA, including providing written documentation demonstrating compliance
In order to access the QDIA Blue Book, you must receive login credentials from Thornburg. To request access, click on the button below or call the Thornburg Retirement Sales Desk at 877-215-1330 x7255.Request Access
Previous users can access the QDIA Blue Book with the button below.Access the QDIA Blue Book