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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Stay compliant with your Target-Date Funds