Pensions & Investments Custom Target-Date Strategies Breakfast Briefing (Chicago)

September 10, 2015
08:30 AM - 10:30 AM

Employee Benefits and Executive Compensation partner Julie Stapel will present at the “Custom Target-Date Strategies Breakfast Briefing” sponsored by Pensions & Investments.

Custom target-date funds are rapidly growing in popularity because they can provide opportunities to improve asset diversification while reducing overall plan expenses. They offer an alternative to choosing a one-size-fits-all target-date product that may not be the right fit for your plan participants.

Join us for a special breakfast meeting focused on how custom target-date funds can provide plan sponsors with tailored solutions outside a packaged approach with a focus on some of the items to consider before implementation such as:

  • Who you need to hire: recordkeeper, custodian, and glidepath manager
  • Innovative trends within CTD asset allocation diversification including: Alternatives, Global exposure and Active vs. passive investing
  • Fiduciary and operational concerns that may develop
  • Participant experience in the adoption of CTD