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

Employee Benefits and Executive Compensation partner Amy Pocino Kelly 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