Computer Model Certification
Computer Model Certification evaluates computer models for compliance with regulatory requirements. View firms whose computer model have undergone Dalbar's rigorous certification process as required of ERISA plan fiduciaries.
2017
2014
2013
QDIA Validation
Qualified Default Investment Alternative (QDIA) Validation evaluates QDIAs for compliance with regulatory requirements. View QDIAs that have undergone Dalbar's rigorous validation process as required of ERISA plan fiduciaries.
2018
Pacific Life
2017
Capital Management Services, Inc.
2016
3D Asset Management, Inc.
Beaumont Capital Management
Capital Management Services, Inc.
Pacific Life
2015
3D Asset Management, Inc.
Capital Management Services, Inc.
Pacific Life
2014
Capital Management Services, Inc.
Great West Life
ICON Advisers, Inc.
INVESCO
Pacific Life
2013
Great West Life
INVESCO
Pacific Life
For more information about SQM Program, please contact Cory Clark at 617.624.7156.
Latest News
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- Bits & Pieces: Tips and Ideas About the Fiduciary Rule Updated: November 9th
Contact Us
2 Mount Royal Avenue, Suite 250
Marlborough, MA 01752
Phone: 617-723-6400
Fax: 617-624-7200
Email: info@dalbar.com
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