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
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