Target-Date Funds: Plotting a Course to Retirement Adequacy

Wed, Jun 28, 2017 2:02 PM EDT{LOCAL_TZ}

Target-date funds continue to gain a following among defined contribution plan sponsors, most of whom use them as their qualified default investment alternative. And as more plan sponsors offer them, more participants are using them, particularly as features such as auto-enrollment and auto-escalation become more prevalent.

Target-Date Funds: Plotting a Course to Retirement Adequacy digs into what is behind the growth and success of target-date funds and where the industry is addressing weaknesses. In addition, this webinar covers the role – or potential role – that target date funds could play as a retirement income vehicle as more plan sponsors and participants take a broader view of retirement readiness.

Other important issues covered include:

  • The latest on glidepaths
  • Custom vs. off-the-shelf target-date funds
  • Is there such a thing as a passive target-date fund?
  • Fees
  • Fiduciary responsibility
  • Best practices in monitoring target-date funds

In addition, the panel will take questions from the audience.

Speakers:


Christopher Nikolich
Head of Glide Path Strategies (US)—Multi-Asset Solutions
AB

Sue Walton 
SVP, Senior Defined Contribution Strategist,
American Funds from Capital Group

Jeremy Stempien 
Portfolio Manager,
Prudential Day One Funds
QMA 

Michael Orzano, CFA 
Director, Equity Indices
S&P Dow Jones Indices 

Joe Martel, CFA, CAIA
Portfolio Specialist,
Target Date Solutions
T Rowe Price

Moderator:


Greg Crawford
Director, Content Solutions
Pensions & Investments

Sponsored by:

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