As more and more retirement plan participants utilize target date funds (TDFs) as their primary investment option, the liability to plan sponsors may be looming on the horizon. The Department of Labor (DOL) has provided guidance to assist plan fiduciaries in selecting and monitoring TDFs, so now may be the time to evaluate the suitability of your plan’s 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:
Kellen is a Small Cap Equity Analyst and Investment Consultant at RPAG. He conducts independent research on small cap mutual funds and collective trusts using a proprietary quantitative modeling system and qualitative research to select and monitor sub-advisors for flexPATH target date funds. He consults to institutional clients on the investment details and advantages of flexPATH target date funds.