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Target-Date Blueprint

Align target-date selection with each plan’s profile

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You know how important it is to employ a prudent fiduciary process to identify the right target-date solution for each plan.

Our online analytical tool, Target-Date Blueprint is designed specifically for this purpose: It helps you narrow the TDF universe to focus only on those whose investment profiles align with a plan’s demographics, risk profile and preferences.

Safe Harbor: Step 1, align characteristics with participant profile. Step 2, analyze performance, expenses and risks. Step 3, document and verify required activities.

Target-Date Blueprint

Use Target-Date Blueprint to implement DOL Guidance and align TDF selection with each plan’s profile.

Other Tools & Insights

Now Is the Time for A Target-Date Fund Deep Dive

Matthew Eickman, National Retirement Practice Leader at Qualified Plan Advisors, offers insights into factors fiduciaries should consider in evaluating the suitability of a target-date solution to a given plan.

Additional Resources

Use a forward-looking approach to evaluate TDFs on four key risk metrics.

A Case Study in Thoughtful Oversight

Learn how American Century® successfully defended itself against allegations of breach of fiduciary duty.

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Learn More About Target-Date Blueprint

Speak with a Regional Retirement Specialist.