Multnomah Group

A Guide to Target Date Fund Selection and Monitoring

A Multnomah Group Webinar
January 27, 2016 

Target date funds have quickly become the dominant investment option within many defined contribution retirement plans. Regulators have taken notice with the Department of Labor (DOL) proposing new disclosure requirements for plans offering target date funds.

In ourder for a plan sponsor to meet their fiduciary obligations to prudently select and monitor their target date funds, a thorough analysis is necessary because of the underlying complexity of these products and their unique structure relative to the traditional "core" investment options that defined contribution sponsors are used to evaluating. 

In this webinar, Scott Cameron, CFA presents a framework to help ensure a sound fiduciary evaluation of a target date series. The presentation will include a discussion of the following topics:

  • Background on target date funds as Qualified Default Investment Alternatives (QDIA)
  • Alternative structures for target date funds
  • Key principles for plan sponsors in evaluating target date fund providers 

Webinar Recording

To view the webinar recording, please fill out the form below.

About Multnomah Group

 

Multnomah Group provides fee-only retirement plan and investment consulting services to for-profit and tax exempt employers in the United States. Our firm's core competencies include investment consulting, vendor search, fiduciary governance, employee engagement, plan design, and fee benchmarking.