Evaluating Target Date Funds

Selecting the appropriate target date fund is perhaps the most important investment decision a plan committee can make. Given the focus on the asset class by regulators and litigators, Michael Di Rocco, Plan Consultant, Beacon Pointe Retirement Plan Services and Peter Cavallini, CFA, DCIO Strategic Account Manager, PGIM Investments, LLC, discuss the evolution of the target date fund space, challenges in identifying key risks faced by participants, and provide a framework for making an ideal selection.

Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.