Available Now: 2024 QAIB Full Study

Computer Model Certification

DALBAR's 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.

 
 
 
2021
 
 
NextCapital Advisers, Inc.
Digital Advisory Solution
 
Fidelity Brokerage Services LLC
HSA Investment Recommendation Tool (Personal Investing)
 
Fidelity Brokerage Services LLC
HSA Investment Recommendation Tool (Workplace)
 
Fidelity Brokerage Services LLC
Investment Strategy Tool (Personal Investing)
 
Fidelity Brokerage Services LLC
Investment Strategy Tool (Workplace)
 
 
 
2020
 
 
NextCapital Advisers, Inc.
Digital Advisory Solution
 
Fidelity Brokerage Services LLC
HSA Investment Recommendation Tool
 
Fidelity Brokerage Services LLC
Investment Strategy Tool
 
 
 
2019
 
 
Fidelity Brokerage Services LLC
HSA Investment Recommendation Tool
 
Fidelity Brokerage Services LLC
Investment Strategy Tool
 
 
 
2018
 
 
Fidelity Brokerage Services LLC
Investment Strategy Tool
 
 
 
2017
 
 
Fidelity Brokerage Services LLC
Investment Strategy Tool
 
 
 
2014
 
 
LPL Financial
 
 
 
2013
 
 
LPL Financial
 
Pension Builders and Consultants
 
Howard Capital Management
 
Schlindwein Associates, LLC
 
LPL Financial 3(38) Advisers

QDIA Validation

DALBAR's 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.

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