The Center for Due Diligence, an independent information and strategic service firm serving the retirement plans advisory industry, has announced a new association designed to help with asset allocation in what is seen as a very mature business.
As noted by Phil Chiricotti, president of CFDD, with more than a trillion dollars held in investment vehicles and the continued growth of target-date funds as the consolidated category for DC plan assets, more focus is needed on TDFs – as due diligence is seriously lacking and evaluation standards have not been developed.
CFDD has responded by launching the Custom QDIA Association, which will be open to individual retirement advisors (each individual will also be provided with two complimentary plan sponsor memberships), as well as plan sponsors, RIAs, broker-dealers, recordkeepers, consultants, TPAs and TDF providers themselves.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
