Stop Guessing 2.0

Extending the Framework: Using Participant Data to Select the Optimal QDIA

As the availability of detailed participant data increases, so does the ability for plan sponsors to make data-driven decisions when selecting a QDIA. In a follow-up report from a paper originally published in 2018, Morningstar Investment Management LLC presents an extended framework incorporating additional factors to help plan sponsors and retirement plan consultants make more-informed, repeatable, and data-driven decisions around QDIA selection.

In this paper, we discuss:
  • An overview of the original “Stop Guessing” framework
  • The additional factors that decision-makers can consider when evaluating QDIA options
  • How plan sponsors and retirement plan consultants can request this analysis
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