Our (Chris Tobe, CFA,CAIA & James Watkins Esq) summary of our testimony from July 24 on QDIAs in 401ks to the ERISA Advisory Council was released. Of the many witnesses I believe Jim and I urged the most caution and emphasized the need for transparency. You can read the full reports at https://www.dol.gov/sites/dolgov/files/EBSA/about-ebsa/about-us/erisa-advisory-council/2024-qdia.pdf https://www.psca.org/news/psca-news/2025/5/full-qdia-report-released-by-erisa-advisory-council/ Our … Continue reading ERISA Advisory Council Testimony released