Target Date Funds

Target Date Funds

Target Date Funds covers the issues, research and resources available for advisors that are looking to improve outcomes by leveraging best practices and funds in this area. Topics include ways to measure results and compare various target date funds and which types of participants can benefit most, as well as new regulations, trends and opportunities for target date investing.

Next Wave of RFPs: Target Date Funds

During a discussion about what’s working for his practice, an advisor said that he is having great success with both clients and prospects by leading with a target-date fund (TDF) RFP before searching for a record keeper. Might that make sense for you, and if so, what are best practices?   Read More