Modernizing the Default: Evolving Target Date Strategies for Today's Retirement Realities

National Association of Plan Advisors [NAPA]

Retirement planning has changed. Has your plan design kept up?

Join us for an insightful webinar where we'll explore how consultants and plan sponsors can move beyond traditional target date funds to better serve today's participants. We'll cover the four key considerations driving the rethinking of retirement defaults: downside protection, income optionality, cost efficiency, and participant engagement.

Discover how next-generation strategies — including lifetime income solutions — can help participants not just accumulate savings, but convert those savings into reliable retirement income. We'll also examine how modern plan design can deliver stronger outcomes while potentially reducing fees by as much as 44%.[i]

Whether your participants are actively managing their investments or completely disengaged, a smarter default strategy can make a meaningful difference in their retirement readiness.

Don't miss this opportunity to learn how the evolution of the default can help bridge the gap between saving and spending in retirement.

Learning Objectives:

1. Understand the limitations of traditional target date funds and the case for modernizing the default.
2. Identify how income optionality and downside protection can improve retirement outcomes for participants.
3. Recognize how modern plan design can simultaneously reduce costs and improve outcomes for disengaged participants.

More Information, How to Register