A FREE, practical one-day conference for plan sponsors and investment consultants
Target-date funds help take the guesswork out of investing for plan participants providing a level of portfoliomanagement and complexity that is typically out of reach for most investors. However, they also tend to be “one-size-fits-all,” whereas each participant’s circumstances and retirement needs are very individual. So, while simplicity and diversification are key advantages, flexibility may be an issue at the participant level.
P&I’s Custom Target-Date Strategies Summit combines plan sponsor case studies with a panel format where industry experts and peers will address the most important and the most debated issues around custom target-date funds today.
Topics covered will include:
- Implementing custom target-date strategies: Plan sponsors will share insights into how their custom target-date strategies are structured, how they were implemented and their plans for the future.
- Navigating through legal, fiduciary and operational issues, including implementation, auto-enrollment and auto-escalation.
- The latest thinking on glide-path construction, asset allocation and how financial market performance has impacted custom target-date funds