The Great Recession brought an inordinate amount of scrutiny to target date funds from both industry experts and political organizations. And the scrutiny came with good reason: Some estimates show target date funds comprising almost 50% of all DC assets by the end of the decade. Given those projections, the industry needs to examine the latest target date trends — including the use of custom funds, active versus passive, the use of alternatives, and “to” versus “through” — and answer some fundamental questions:
• How can advisors help sponsors evaluate which target date suite most closely aligns with their plan’s investment objectives?
• Are target date investors really better off from a behavioral and performance standpoint?
Join Jerome A. Clark and Wyatt A. Lee from T. Rowe Price for a webcast that will incorporate insights from behaviors of 2 million participants and 60-70 gatherings with advisors, consultants and plan sponsors. This free webcast will air on Tuesday, Jan 14 at 2:00 p.m. ET. Don’t miss it — just click here to register.
