QDIA Selection Process Kit

Partner with clients to revisit their selection process for Qualified Default Investment Alternatives (QDIA). Utilize kit resources to provide your clients with a consistent, repeatable model.

By completing the form, you can access to the following materials:

 
  • QDIA Selection Process Presentation
    Walk clients through the 5-step selection process.

  • QDIA Advisor Guide
    Understand potential responsibilities and liabilities when providing QDIA advice.

  • QDIA Plan Sponsor Guide
    Give plan sponsors an overview of QDIAs and the selection and monitoring process.

  • QDIA Selection Process Overview
    Process is the most important element in the selection and monitoring of QDIAs. Use this five-step process to help guide your clients in this important responsibility.

If you have any questions please contact us at 1-800-345-6488.

Access Materials

If you have questions, please contact a DC Internal Sales Specialist at 800-345-6488.

By submitting you acknowledge that you are over 18 years of age and to receiving communication from American Century Investments.


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