At Multnomah Group, we utilize a prudent process for evaluating and selecting a target date strategy for our clients. By utilizing this selection process, we help Plan Sponsors as they aim to achieve stronger retirement outcomes for their participants.
In this webinar, Scott Cameron, CFA, highlights our best practices for evaluating target date funds.
- Overview of Qualified Default Investment Alternatives
- Survey of the Target Date Fund Universe
- Department of Labor Guidance on Target Date Funds
- Selection Methodology
- Ongoing Evaluation Methodology
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