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FIDUCIARY RESPONSIBILITY RESOURCES

Help retirement clients thrive in their fiduciary roles

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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.

Have questions? Call 1-800-345-6488

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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

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Clarify Fiduciary Responsibility

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

Find the important pieces you and your clients need to know 

Understand the QDIA Selection Process

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

Find details for selecting and evaluating QDIAs 

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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

Insights for QDIA Re-Enrollment 



TARGET-DATE SELECTION RESOURCES

Target-Date Blueprint Brochure 
Target-Date Risk Dashboard Brochure 


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READY TO CHOOSE A QDIA?

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

Get the Target-Date Blueprint Fiduciary Overview

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.

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American Century Investment Services, Inc. Distributor

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Copyright 2022 American Century Proprietary Holdings Inc. All rights reserved.

All dates and times are based on Central time.

You should consider the fund's investment objectives, risks, and charges and
expenses carefully before you invest. The fund's prospectus or summary
prospectus, which can be obtained by calling 1-800-345-6488, contains this and
other information about the fund, and should be read carefully before investing.
Download Prospectus: Mutual Fund, Variable Portfolio Fund or Exchange Traded
Fund (ETF). Download Avantis Investors Prospectus: Mutual Fund or Exchange
Traded Fund (ETF). Investments are subject to market risk.

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