The Looming Liability of Target Date Funds

The liability of your plan’s target date funds (TDFs) may be looming on the horizon. The Department of Labor (DOL) has made their recommendations to assist plan fiduciaries in selecting and monitoring TDFs. Join us for an educational webinar where we will discuss the TDF selection and suitability process that you should follow in order to help decrease your liability and enhance your participants’ retirement outcomes.

This webinar will discuss the following key topics:

  • Fiduciary duties regarding TDFs
  • Conducting a glidepath fit analysis
  • Understanding TDF risk postures
  • Earn HRCI CE & SHRM credits.
  • This session is pre-approved!
  • Custom or non-proprietary TDFs
  • Documenting your selection process

Guest Speaker

Geoff Keeling, CFA 
Director, Investment Research, NFP Retirement

Geoff Keeling, CFA Director, Investment Research, NFP Retirement

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