Managed accounts have been available as a QDIA since the Pension Protection Act (PPA) was enacted in 2006. How can plan sponsors assess using managed accounts as the plan's default amidst the current fiduciary and legal landscape? Join George Sepsakos from Groom Law Group and Julie Varga from Morningstar Retirement for a conversation discussing these factors and Groom Law Group's recent memorandum exploring the use of managed accounts as a plan's QDIA.
  • An overview of the use of managed accounts as a QDIA and the protections available under the PPA
  • How to approach determining the appropriate QDIA for your plan
  • The due diligence framework that assists plan fiduciaries when choosing a managed accounts provider

Details About the Webinar

Webinar ID: 3b77744e3fd8

About the Speakers

1716993176-c43615166589379e George Sepsakos
Principal, Groom Law Group

George Sepsakos represents clients on a broad range of ERISA, federal tax and securities law matters. His practice is primarily focused on issues related to Title I of ERISA, including fiduciary responsibility and prohibited transaction issues.

1716993301-c22f791217d17700 Julie Varga
SVP, Product & Investment Specialist, Morningstar Retirement

Julie Varga is Senior Vice President, Product and Investment Specialist for Morningstar Retirement. She works with a team of investment, client service, and sales professionals to develop business and client strategy in the defined contribution plan sponsor marketplace and provide expertise on managed account services and target-date products.

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©2024 Morningstar Investment Management LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Retirement offers research- and technology-driven products and services to individuals, workplace retirement plans, and other industry players. Associated advisory services are provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. The information contained in this document is the proprietary material of Morningstar Retirement. Reproduction, transcription, or other use, by any means, in whole or in part, without the prior written consent of Morningstar Retirement, is prohibited. Opinions expressed are as of the current date; such opinions are subject to change without notice. Morningstar Retirement shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or their use.