Conferences and Speeches

Target Date Funds: What Should Plan Sponsors Be Thinking About Now? (Worldwide Employee Benefits Network)

Wednesday, May 23, 2012
12:30 PM - 02:00 PM Eastern Daylight Time

Morgan Lewis Employee Benefits partner Julie Stapel will moderate a panel of experts on target date funds at the May meeting of the Chicago Chapter of Worldwide Employee Benefits Network (WEB).

Since they were made a qualified default investment alternative under Department of Labor rules in 2007, target date funds or life cycle funds have grown rapidly in popularity as 401(k) plan investment options. While such funds are sometimes billed as simple investment alternatives, the panel will discuss key questions for plan fiduciaries, such as:

  • What are target date funds and how are they structured?
  • How should fiduciaries evaluate the performance, fees, and expenses of target date funds?
  • What tools do plan fiduciaries need to evaluate their plan's target date funds?
  • What does it mean to have a custom target date fund?

Wednesday, May 23, 2012
11:30 am CT | Networking
12:00-1:00 pm CT | Program


UBS Tower
One North Wacker Drive
2nd Floor, Michigan II Ballroom
Chicago, IL 60606