Target Date Review

Seek compliance—ask the right questions about TDFs

There are currently 20 million participants in Target-Date Funds (TDFs) across 100,000 401(k) plans, and new subscribers default into TDFs every day.* We recognize the importance of aligning a TDF with participant demographics and characteristics.​

To accomplish this for your company, we:

  • Comply with best practices in accordance with the Department of Labor’s Tips for Fiduciaries
  • Take a deep dive analysis into the underlying investments’ glidepath, performance, fund fees, and participant tendencies
  • Offer institutionally-priced custom TDFs

 

* https://seekingalpha.com/article/3979096-target-date-fund-statistics

Related Articles

Participant Corner: Should You Borrow or Keep Driving?

Before You Take a Retirement Plan Loan, Know the Facts Your retirement plan may allow you to borrow from your account—but before you do, it’s important to understand how it can impact your future savings. Think of it like a … Read More

Opening the Door Wider to PE

According to the 2024 DC PLANSPONSOR Benchmarking Report, only 2.2% of plan sponsors include any alternative investments whatsoever within their 401(k)s. That number may soon begin to shift. On August 7, President Trump signed an executive order intended to expand … Read More

Moving Target Dates | Delayed Retirement Realities

For many American workers over 50, retirement timelines have become a moving target, with increasing numbers now planning to stay employed longer due to economic volatility, market uncertainty, and the rising cost of living. Gen Xers, now in their mid-to-late … Read More

Stay compliant with your Target-Date Funds