Designated Investment Alternatives (DIA)

February 06, 2020

This webinar covers the following:

  • Fiduciary status and duties
  • Fiduciary responsibility for selecting and monitoring plan's DIA
  • Role of investing policy statement
  • Target Date funds
  • Delegating investment duties to Fiduciary
  • Business
  • Retirement Plan Sponsor

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.


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