Stop Guessing 2.0: Extending the Framework

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.