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Target Date Funds -- The Looming Liability of Misfit Risk

University Conference Services

Apr. 8, 2016
Recorded Online

Target date funds continue to gain in popularity as a QDIA for plan sponsors and an easy solution for participants. In February 2013, the Department of Labor issued a Target Date Retirement Funds Fact Sheet focusing on tips for ERISA plan fiduciaries. It is no longer prudent from a fiduciary standpoint to just go with the "house brand" offered by the service provider.

Learn how to develop a best practices approach for carrying out fiduciary responsibilities related to evaluation and selection of the most appropriate target date solution for your plan as well as monitoring its ongoing performance.

Presenter: Kameron Jones, Investment Advisor Representative, NFP

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