Denver Chapter - Target Date Retirement Funds

  • 14 Nov 2017
  • 11:30 AM - 1:30 PM (MST)
  • Wellshire Event Center

Target Date Retirement Funds

Presented by: Kameron Jones, Investment Advisor Representative Retirement
Target date funds continue to gain in popularity as a QDIA for plan sponsors and an easy solution for participants. In February 2013, the Department of Labor issued a Target Date Retirement Funds Fact Sheet focusing on tips for ERISA plan fiduciaries. It is no longer prudent from a fiduciary standpoint to just go with the “house brand” offered by the service provider. Learn how to develop a best practices approach for carrying out fiduciary responsibilities related to evaluation and selection of the most appropriate target date solution for your plan, as well as monitoring its ongoing performance.

Powered by Wild Apricot Membership Software