Benefits Alliance Voice

Navigating Target Date Funds: Insights from an Expert


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In this episode, guest Kathryn Ferrell joins Carolyne and Rahim and explains the  A – Z on target date funds, how they work and why they make sense for plan members. 

 

What You Will Learn:

  •  Target dates are crucial for retirement planning.
  • Evaluating target date solutions requires understanding their nuances.
  • The glide path is essential for managing risk and growth.
  • Target date funds simplify investment for members.
  • Equity allocation is a key driver of long-term outcomes.
  • Members should be encouraged to stay invested for retirement.
  • Active and passive management can be combined for better results.

...more
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Benefits Alliance VoiceBy Benefits Alliance Voice