Summary

Target Date Funds (TDF) have become wildly popular in Qualified Retirement Plans, but are they the best option for your retirement plan? Explore the fundamentals of Target Date Funds to determine if TDFs are right for your retirement plan, and if so, what you need to evaluate to make a prudent selection.

Key Learning

In this Webinar, you will learn:

• History behind the popularity of TDFs
• How TDFs are designed
• What to consider when evaluating TDFs

Who Should Attend

• Plan Administrators
• Plan Sponsors
• Fiduciaries

Technical Requirements

The Microsoft Live Meeting console must be downloaded, which takes approximately 10 minutes. Please allow time to do this.

Presenter

David A. Richards, CFP®
Director, Investment Services

As director of the Investment Services team, Mr. Richards is responsible for overseeing daily operations. Chief among the team’s duties are the research of money management firms and individual managers to assist clients in investment searches and monitoring. David is also a member of the Investment Committee of Pension Consultants. The Investment Committee makes co-fiduciary recommendations to the firm’s clients regarding their investments.

David holds a Bachelor of Science degree in Finance from Missouri State University and a Master’s Degree in Business Administration from Newman University. He is also a Certified Financial Planner™. David has provided investment consultation to individuals and institutions since 1997. During that time he has held various positions with Charles Schwab & Co., Bank of America Securities, and Great-West Retirement Services.

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