SMARTalk: The Importance of QDIA Selection in Qualified Retirement Plans

Join us for a discussion on Qualified Default Investment Alternative (QDIA) selection!

DATE: Tuesday, July 8th, 2025

TIME: 11am - 12pm CT

COURSE OBJECTIVES:

  • Definition and requirements of a QDIA

  • Considerations and proper selection of the QDIA

  • Optimization of participant outcomes as a result of the QDIA

CE CREDIT:

  • 1 Hour CPE/CPA. Field of Study: Finance

  • 1 Hour HRCI / SPHR / PHR / GPHR BASK Credit: Business

  • 1 Hour SHRM Professional Development Credits (PDCs). Type: Business Acumen

  • CEBS Eligible

HOSTS & GUEST SPEAKERS

Jim Lyday,

Managing Director – World Investment Advisors

Pierce Trcka, CFP®,

Vice President, Wealth Advisor & Investments - World Investment Advisors

 
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