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LPL FINANCIAL QIA Practices Checklist Reg. 404(c)(5) Qualified Default Investment Alternatives Plan Sponsor: Plan Name(s): Record Keeper: Advisor: Under the Employee Retirement Income Security Act
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What is qdia practices checklist?
The QDIA practices checklist is a document that outlines a set of best practices for Qualified Default Investment Alternatives (QDIAs) in retirement plans.
Who is required to file qdia practices checklist?
The qdia practices checklist is not required to be filed. It is a voluntary tool that plan sponsors can use to ensure compliance with QDIA requirements.
How to fill out qdia practices checklist?
To fill out the qdia practices checklist, plan sponsors can review each item on the checklist and indicate whether they have implemented the corresponding practice in their retirement plans.
What is the purpose of qdia practices checklist?
The purpose of the qdia practices checklist is to help plan sponsors assess their compliance with QDIA requirements and adopt best practices to mitigate potential fiduciary risks.
What information must be reported on qdia practices checklist?
The qdia practices checklist does not require the reporting of specific information. It focuses on evaluating whether certain practices related to QDIAs are implemented by plan sponsors.
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