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You’ve read up about Target Date Funds (TDFs)  and have identified them  as one of the easiest  ways for your retirement plan participants to invest their savings, but how do I know which option best suites my employees?

Retirement Plan Committees generally have difficulty understanding TDFs, so we established three core goals to undertake:

  • Understand Core Attributes of the TDF Suite and why 30% of all money going into retirement plans are investing into TDFs
  • Analyze the Glide Path and Investments of the TDF Suite
  • Analyze whether a Custom or non-proprietary TDF is a better fit

Selecting amongst the 50+ retail available TDFs or considering a custom option may seem like a daunting task, but it doesn’t need to be. That’s why we’ve created the Navigating the Target Date Fund Evaluation Process eBook, complete with all the steps recommended by the Department of Labor.

Is this really free?

Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind  the  next time you have retirement plan  questions!