Target Date Fund Consulting

Target Date Fund Consulting

Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan

Target date funds can be very useful in a retirement plan and the thoughtful selection and administration of target date funds can help improve retirement outcomes for plan participants. We will help align target date funds and participant characteristics to make them work for each plan. We will probe the underlying investments, glide path, fees and investment expenses, considering custom and non-proprietary options to get the best fit for the organization.