By P&I Conference (Sponsored)
DCIL 2019 - Thomas Idzorek, Chief Investment Officer, Retirement. Morningstar Investment Management LLC
1. What was the motivation behind your research paper “Stop Guessing: Using Plan Data to Select the Optimal QDIA?” 2. Can you provide an overview of the framework? 3. How can a plan sponsor carry out the analysis? 4. How often should a plan up...