401(k) Target Date Funds; The Good, the Bad and the Ugly | Presented by
May 20, 2021
10:00 am - 11:30 am CST
Complimentary (members) / $120 per person (nonmembers)
Description: Selecting what investment options should be made available within your company's 401(k) plan is one of the most important responsibilities of a 401(k) plan sponsor. Recognizing that the vast majority of 401(k) participants do not have the knowledge or desire to select their own investment allocation, Target Date Funds have gained significant popularity within the industry, accumulating more than $1.7 Trillion in total assets.
- What are Target Date Funds and why do they exist?
- What are the different types of Target Date Funds?
- Why are Target Date Funds becoming the subject of class action lawsuits and scrutiny from the SEC?
Who Should Attend: Bankers who are involved in the selection and monitoring of the investment options being offered within the 401k plan such as but not limited to Presidents, C-Suite, Senior Management, and HR Directors.
Presenter: Todd Mathison Fringe Benefits Design of MN, Inc.