Fiduciary Responsibility Resources

Help retirement clients thrive in their fiduciary roles

You and your qualified retirement plan clients carry a big responsibility. Together you must make prudent plan decisions following strict fiduciary guidelines. From helping you keep clients informed to tools that make evaluating and choosing a qualified default investment alternative (QDIA) easier, find it here.

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Select a QDIA That Fits With Target-Date Blueprint

Part of the battle is following a process that implements Department of Labor (DOL) guidance. Our online analytical tool was designed for exactly that.

Create a Blueprint

Clarify Fiduciary Responsibility

Providing an overview for your clients about fiduciary responsibilities is a great place to start or review.

Understand the QDIA Selection Process

The selection and monitoring process for qualified default investment alternatives are just as important as the investment choice.

Client Resources

Solidify fiduciary duties and QDIA selection process with these client-approved resources to download and share.

Fiduciary Responsibility

Fiduciary Tips for Plan Committees 
Help clients gain learnings from American Century’s own plan litigation experiences.

Fiduciary Checklist 
Help clients organize their fiduciary tasks.

American Century Case Study 
Get more details about the court case and the defense of our investment selection process.

QDIA Selection

5 Steps to QDIA Selection 
Review the critical five steps in choosing a plan’s default investment.

DOL Tips for Choosing a target-date investment 
Review to make sure your clients are following these tips.

QDIA Plan Sponsor Guide to QDIAs 

Plan Re-Enrollment

Ready to Choose a QDIA?

Our Target-Date Blueprint helps advisors and their plan sponsor clients narrow down the selection. Start today.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.