This Advisor Brief is part of a “QDIA Policy Kit” designed to help you systematically educate your clients on critical issues that will differentiate you from your competition. While these investments can hold a majority of plan assets, many plans fail to have an objective process in place to guide the fiduciaries in fulfilling their duty to prudently select and monitor the plan’s QDIA.

ING's "Retirement Revealed" study looks at financial habits and retirement planning for women who are currently also focused on raising children.

The Prospect Assessment Tool provides a scoring system that combines six different elements of a prospect’s value to determine an overall quality of a lead by establishing a Prospect Assessment Score.

A key part of the retirement plan sales process is developing an effective sales pitch that displays your capabilities, demonstrates your client focus and differentiates your services from the competition. This guideline can help you assess the services you bring to the equation, and understand some key points plan sponsors are looking for.

ING's "Retirement Revealed" study examines retirement attitudes and behaviors of working women.

Single Women's Profile

Married (or Living as Married) Women's Profile

Insights from Voya's Retirement on Cultural differences.Examining the retirement and financial habits, attitudes and preparedness of America's diverse workforce.

A total of 57 TPA business owners or managers responded to this survey, conducted online from late June through mid July.

This QDIA Policy is a sample designed to illustrate criteria that may be relevant to support fiduciary decisions relating to the selection, monitoring and/or replacement of an appropriate QDIA.