Retirement Plan QDIA Best Practices
Thursday February 27, 2020 12:00pm EST

Christopher M. O'Neill Ph.D., CFA®, CFP®, FRM®, ChFC®
Managing Director, Chief Investment Officer and Director of Research, Mesirow Financial
Tim Pitney
Managing Director, Institutional Investment and Endowment Distribution,
John Manganaro
Managing Editor, PLANADVISER.COM
Recent surveys indicate that both participants and plan sponsors have concerns about adequately meeting saving needs for retirement. Fortunately, evolved plan design and innovative product offerings could be the silver lining that forms the foundation of next generation retirement planning. Managed accounts can be an important component of income generation for retirement.

  • What plans sponsors and participants think
  • Important considerations for plan sponsors
  • Implications of where the market is moving

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