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
What’s in a Benchmark?
The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used indices in the marketplace (Russell 1000, MSCI EAFE, BC US Aggregate Bond, etc.). While both the Russell and S&P indices … Read More
How Many Retirement Plan Committees Does Your Organization Need?
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations choose to establish committees for the many advantages they offer. A Host of Benefits Committees can assist retirement plans in … Read More
The Retirement Reshuffle Is Impacting Plan Sponsors
Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement Institute shows that 40% of older employees plan to retire later than anticipated because of inflation. And delays don’t just … Read More