The Importance of Prudently Monitoring Target Date Funds

Whether target date funds are already a part of your plan lineup or you’re considering adding them, careful evaluation and review are critical to your responsibility as a plan fiduciary. Here 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 in their ultimate goal to achieve a stronger retirement outcome for their participants.

To assist you in building a process for evaluating your plan's target date funds, Scott Cameron, CFA, highlights our evaluation best practices.

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

You can also watch this recording our Multnomah Group YouTube Channel.