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QDIA BLUE BOOK™ Study
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QDIA BLUE BOOK TM. What is important to you? Please check a box (multiple selections permitted) for each of the criteria listed below that you currently measure and use when evaluating a default investment alternative to a particular retirement plan. You can add criteria in the box below. Quality of Fund Governance. Use of Proprietary Funds. Use of Index Funds. Use of To or Thru Glide Path. Exposure to High Risk Investments. Total Assets in Fund. What is important to you? And the least important. Among t...
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QDIA Blue Book Fund Evaluation Service | Bdellium Inc.
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Plan Design Optimization Report (PDOR). QDIA Blue Book Fund Evaluation Service. QDIA Blue Book Study. MetLife Pension Risk Behavior Index. From Counting Stars to Evaluating Suitability. Using this service a plan advisor can:. Quantify what performance, risk and organization criteria are most important to plan fiduciaries. Monitor a plan’s QDIA and provide a regular report on continuing suitability. Using this service an investment manager can:. And we will immediately email you a sample report.
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Defining The Goal of Retirement Security | Bdellium Inc.
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Plan Design Optimization Report (PDOR). QDIA Blue Book Fund Evaluation Service. QDIA Blue Book Study. MetLife Pension Risk Behavior Index. Defining The Goal of Retirement Security. By Richard C. Dunne. Before we can start to address the many challenges in achieving retirement security, we need to define the goal. I define retirement security as:. However, if on your full retirement date you can afford to make such a purchase then you are definitely secure and that security gives you the freedom to consid...
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Survival Guide For Endangered Fiduciaries | Bdellium Inc.
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Plan Design Optimization Report (PDOR). QDIA Blue Book Fund Evaluation Service. QDIA Blue Book Study. MetLife Pension Risk Behavior Index. Survival Guide For Endangered Fiduciaries. By Richard C. Dunne. This post was first published in April 2010 on the FiduciaryX. Website. I am posting it again today on the new Bdellium blog just to have a complete record of my (few) previous posts in one location. In my blog post Lessons From The Copula Function. Ask The Right Questions. 1 Do I understand. 3 Can I use.
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Interest Rates – What Every Investor Needs to Know | Bdellium Inc.
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Plan Design Optimization Report (PDOR). QDIA Blue Book Fund Evaluation Service. QDIA Blue Book Study. MetLife Pension Risk Behavior Index. Interest Rates – What Every Investor Needs to Know. By Richard C. Dunne. Table A: Net Cash Flow From Combined Borrowing and Lending. Borrow For 2 Years:. Lend For 1 Year:. Table B: Adjusting Principal to Hedge Customer Transaction. Borrow For 2 Years:. Lend For 1 Year:. Table C: Combining Customer Transaction with Hedging Transaction. Borrow For 2 Years:. PV * (1 r).
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Articles | Bdellium Inc.
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Plan Design Optimization Report (PDOR). QDIA Blue Book Fund Evaluation Service. QDIA Blue Book Study. MetLife Pension Risk Behavior Index. Does your Fiduciary Decision-Making Process Need an Upgrade? By Richard C. Dunne. A good decision-making process is fundamental to meeting ERISA fiduciary responsibilities and the cornerstone of any effort to improve retirement outcomes. Interest Rates – What Every Investor Needs to Know. By Richard C. Dunne. Why We Should Expect to Live Longer than Our Life Expectancy.
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About | Bdellium Inc.
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Plan Design Optimization Report (PDOR). QDIA Blue Book Fund Evaluation Service. QDIA Blue Book Study. MetLife Pension Risk Behavior Index. Dare To Be Different. To improve retirement outcomes. People need to change their saving and investing behavior. Plan advisors are the front line leaders. In helping employers and workers change for the better. We help advisors and other retirement plan service providers. To engage, educate and empower their clients to make necessary changes. So they can be. He has pa...
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MetLife Pension Risk Behavior Index | Bdellium Inc.
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Plan Design Optimization Report (PDOR). QDIA Blue Book Fund Evaluation Service. QDIA Blue Book Study. MetLife Pension Risk Behavior Index. Pension Risk Behavior Index. 8220;Bdellium has been a key partner in helping us create MetLife’s Pension Risk Behavior Index, a study of risk management attitudes and aptitude among plan sponsors. Product and Market Strategies,. Corporate Benefit Funding, MetLife. Fifth Annual MetLife US Pension Risk Behavior Index (SM) Study (June 2013). If you want to increase profi...
