8th Annual Opportunities in the DCIO Market

January 23, 2015

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:

  • Why target date funds have become the dominant QDIA selection for plan sponsors
  • Has the DOL guidance affected the use of open architecture and non-prop funds?
  • Glide path designs—the effects of the Treasury rules on retirement income and longevity annuities
  • Active glide path evaluation and management—does a truly active TDF exist?
  • Breaking into the TDF space through specialized offerings
    • Custom TDFs
    • The inclusion of alternatives and ETFs in target date funds
    • Multi-manager and active/passive combos
  • Can we adapt best pension practices to a TDF?

The Harvard Club of Boston
374 Commonwealth Avenue
Boston, MA  02215