... Custom Solutions and QDIA Definition QDIA definition impacts structure of custom solutions ◦ QDIA rules require target-date or balanced strategy ◦ Must be managed by RIA or bank trustee Custom ... when custom solutions with cheaper pricing were available ◦ For liability protection, plan fiduciaries should investigate availability of custom solutions 25 Overview of Participant-Level Fee Disclosures ... only, and it does not constitute legal, tax or investment advice on the part of The Wagner Law Group or its affiliates 32 Custom Solutions: Legal, Compliance and Disclosure Marcia S Wagner, Esq...