Custom target-date funds are fastly becoming more prevalent than traditional TDFs as they address the varied and individualized needs of plans that aren't attuned to the "one-size-fits-all" mold. For many participants, plan flexibility outweighs the simplicity found in off-the-shelf target-date products. But fully understanding the packaged approach vs. the various custom options is important to consider when constructing, implementing and managing a custom target-date solution.
P&I's 2014 Custom Target-Date Strategies Summit will explore the critical considerations plan sponsor executives need when determining if a customized solution is ideal for their plan. The conference’s unique case-study format provides a valuable, educational arena in which plan sponsors share their custom implementation experiences and advice on the best ways to evaluate the process.
Attendees will have access to innovative custom target-date strategies. They will discover how fellow peers have reaped the benefits of implementing a custom target-date solution through lowered costs, greater overall transparency and gained access to the "best-in-class" management for various components of their target-date investment options. This is a must-attend event for plan executives considering custom target-date implementation.
Here's what attendees had to say about last year's Custom Target-Date Strategies Summit
“Excellent speakers, great content — very reliable experience.”
“Nice job! Very relevant for CTDF implementers.”
“Great investment of my time.”