Multnomah Group

Evaluating Target Date Funds

A Multnomah Group Webinar
May 24, 2017

At Multnomah Group, we utilize a prudent process for evaluating and selecting a target date strategy for our clients. By utilizing this selection process, we help Plan Sponsors as they aim to achieve stronger retirement outcomes for their participants.

In this webinar, Scott Cameron, CFA, highlights our best practices for evaluating target date funds. 

Topics include:

  • Overview of Qualified Default Investment Alternatives

  • Survey of the Target Date Fund Universe

  • Department of Labor Guidance on Target Date Funds

  • Selection Methodology

  • Ongoing Evaluation Methodology

Webinar Recording

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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.