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Get the free Qualified Default Investment Alternative (QDIA) Election Form

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A qualified default investment alternative, or QIA, is intended to ... default election when, for example, a participant completes a deferral election form but fails to ...
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How to fill out qualified default investment alternative

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How to fill out qualified default investment alternative

01
Review the plan's qualified default investment alternative (QDIA) notice
02
Understand the investment options offered under the QDIA
03
Consider your risk tolerance and investment goals
04
Fill out the QDIA selection form provided by your employer
05
Choose the specific investment option within the QDIA that best suits your needs
06
Submit the filled-out form to your employer

Who needs qualified default investment alternative?

01
Individuals who are automatically enrolled in an employer-sponsored retirement plan
02
Employees who fail to make a specific investment choice within the plan
03
Those who prefer a default investment option chosen by their employer
04
Employees who want a hassle-free way of investing in their retirement plan
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A qualified default investment alternative (QDIA) is an investment option offered by retirement plans that meets specific criteria and is designated as the default investment for participants who do not make an investment choice.
Plan sponsors are required to select and file a qualified default investment alternative for their retirement plans.
To fill out a qualified default investment alternative, plan sponsors must select an appropriate investment option that meets the criteria outlined by the Department of Labor and file the necessary paperwork with the proper authorities.
The purpose of a qualified default investment alternative is to provide a suitable investment option for participants who do not actively choose their investments. This helps ensure that participants have a well-diversified portfolio that aligns with their retirement goals.
The qualified default investment alternative must include details about the investment option selected, its performance, fees, and other relevant information that helps participants make informed decisions about their retirement investments.
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Relevant keywords

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