Employee Benefits partner Marla Kreindler will present at Financial Research Associates’ 8th Annual Opportunities in the DCIO Market.
Establishing a Foothold in the Target-Date Space
January 23, 2015 | 9:15–10:15 am
Topics to be discussed:
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Why target date funds have become the dominant QDIA selection for plan sponsors
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Has the DOL guidance affected the use of open architecture and non-prop funds?
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Glide path designs—the effects of the Treasury rules on retirement income and longevity annuities
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Active glide path evaluation and management—does a truly active TDF exist?
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Breaking into the TDF space through specialized offerings
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Custom TDFs
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The inclusion of alternatives and ETFs in target date funds
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Multi-manager and active/passive combos
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Can we adapt best pension practices to a TDF?
Where:
The Harvard Club of Boston
374 Commonwealth Avenue
Boston, MA 02215