Retirement Plan Management: Choosing a Qualified Default Investment Alternative (QDIA)

2014 Annual Conference
Workplace Application: This session will provide an overview of the QDIA provision of the Pension Protection Act as well as a practical process for choosing and monitoring your plan’s QDIA.
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As more employers adopt automatic enrollment for 401k plans, choosing and monitoring the QDIA has become a critical fiduciary decision. This session will lay out some practical guidelines for selecting and reviewing an appropriate default investment alternative. Using the recent Department of Labor guidelines, a practical approach for evaluating the investment philosophy, glidepath structure, investment expenses and vehicle structure will be outlined. The differences between target date, managed accounts, and balanced accounts will also be discussed as well as when it is prudent to choose one over the other. 

Date(s) & Time(s): 
Tuesday, June 24, 2014 - 2:15pm to 3:30pm
Presenter: 

Kevin Mahoney

Kevin
Mahoney

Kevin Mahoney CIMA®, Senior Institutional Consultant, Accredited Investment Fiduciary Analyst®, with The Mahoney Group of Raymond James, has more than 25 years of experience in the retirement plan services industry . His areas of expertise include 401(k) services, qualified and non-qualified retirement plans, liability driven investing, and business services.  Kevin holds a B.A. in History from Fordham University is a Wealth Management Advisor (WMA) and has achieved the Certified Investment Management Analyst (CIMA) designation, as recognized by the Investment Management Consultants Association (IMCA). Kevin has also received the Accredited Investment Fiduciary Analyst® Designation through the Center for Fiduciary Studies, which teaches fiduciary standards of care and investment best practices designed for trustees and investment professionals. 

Kevin has been recognized as an industry leader by PlanAdviser Magazine, The American Society of Pension Professionals & Actuaries and the 401(k)Wire.  He is a frequent speaker at industry conferences.  Kevin is a Member of the Society for Human Resource Management and was a member of their Benefits and Compensation Expertise Panel. Kevin is Chairman of the Board of Advisors for Fordham University’s School of Professional and Continuing Studies and is a member of the Investment Management Consultants Association.

Location: 
W300
Amount of Credit: 
1.25
Credit Type: 
HR Credit
Session Type: 
Concurrent Session
Competency: 
HR Expertise
Intended Audience: 
Senior-Level
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