At Jemma Financial, we guide our plan sponsor clients through the complexities of corporate retirement plan management. The oversight of the Fund options is an important element, including the selection of the QDIA, or Qualified Default Investment Alternative.
If Target Date Funds are currently the QDIA for your retirement plan, make sure you get the answers to these follow-up questions at your next plan review meeting.
If you are unsure how your plan’s Funds compare, Jemma Financial would be pleased to complete a suitability and benchmarking review so you have the facts. Contact us to start the conversation.
Need assistance? Call 855.662.2121 or email info@jemmafinancial.com
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IMPORTANT NOTICE
You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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