Summary
Target Date Funds (TDFs) have become wildly popular in Qualified Retirement Plans, but are they the best option for your retirement plan? Explore the fundamentals of Target Date Funds to determine if TDFs are right for your retirement plan, and if so, what you need to evaluate in order to make a prudent selection.
Key Learning
• History behind the popularity of TDFs
• How TDFs are designed
• What to consider when evaluating TDFs
Speaker
Dave Richards
CFP®, Manager, Investment Services
Dave oversees the Investment Services department. His focus is on communicating the results and importance of complex investment research and analysis to clients. Dave is a Certified Financial PlannerTM practitioner, and holds an MBA from Newman University. Read more…
