In this episode, Ben Jones sits down with Phillip Chao of Chao & Company in Washington DC. Philip delves more into the concept of using Custom QDIA or Qualified Default Investment Alternative in retirement plans. This has been a hot topic for fund managers, advisors, consultants, and plan sponsors in the US. Topics covered include the reasons to explore a custom QDIA, the challenges, and other considerations to help you have better conversations with your clients about this important investment option.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/custom-target-date-funds/.