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Guide to Target Date Fund Selection and Monitoring

Multnomah Group

Feb. 25, 2015
Recorded Online
Webcast

Recorded Webinar

Slides

Presented by Scott Cameron, CFA

Target date funds have quickly become the dominant investment option within many defined contribution retirement plans. Regulators have taken notice with the Department of Labor (DOL) proposing new disclosure requirements for plans offering target date funds.

In order for a plan sponsor to meet their fiduciary obligations to prudently select and monitor their target date funds, a thorough analysis is necessary because of the underlying complexity of these products and their unique structure relative to the traditional "core" investment options that defined contribution sponsors are used to evaluating.

In this program, Scott Cameron, CFA will present a framework for a sound fiduciary evaluation of a target date series. The presentation will include a discussion of the following topics:

  • Background on target date funds as Qualified Default Investment Alternatives (QDIA)?
  • Alternative structures for target date funds
  • Key principles for plan sponsors in evaluating target date fund providers

Continue by clicking on the following link:
https://www.youtube.com/watch?v=xUVvG7UBHCs&feature=youtu.be

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