Align target-date selection with each plan’s profile
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.
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.