The liability of your plan's target date funds (TDFs) may be looming on the horizon. The Department of Labor (DOL) has made their recommendations to assist plan fiduciaries in selecting and monitoring TDFs. Join us for an educational webinar where we will discuss the TDF selection and suitability process that you should follow in order to help decrease your liability and enhance your participants' retirement outcomes.
This webinar will discuss the following key topics:
- Fiduciary duties regarding TDFs
- Conducting a glidepath fit analysis
- Understanding TDF risk postures
- Custom or non-proprietary TDFs
- Documenting your selection process
About the Presenters
The webinar will be presented by Joe Park and Taylor Boyd. Joe is the director of retirement services for Burnham Gibson Wealth Advisors and Taylor Boyd is the Vice President of Private client services at Burnham Gibson Wealth Advisors.
Burnham Gibson which is based out of Irvine; works with corporate clients of all sizes to provide integrated and comprehensive solutions for employer based retirement plans. The consultative approach allows Burnham Gibson to offer a full-service offering to plan sponsors.
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