Target-Date Funds: Does Your Plan Come Up Short?

During this Webcast, you’ll hear new ideas from experts about the importance of considering participants’ "total wealth" requirements in retirement.

Target-date funds can be valuable additions to retirement plans, but the traditional model may not be enough to help get your participants to their retirement goals, according to research from the Morningstar Investment Management group.

During this Webcast, you’ll hear new ideas from experts from the Morningstar Investment Management group about the importance of considering participants’ "total wealth" requirements in retirement. The  group’s research suggests that plan sponsors interested in ways to build more effective custom target-date solutions should consider such factors as industry-specific earnings and savings potential, region-specific housing, and types of risks unique to their participants to reach a higher level of customization.

As a result of attending this Webcast, you will learn:


  • How industry-specific information can help inform asset allocation decisions;

  • Why plan sponsors should consider customizing target-date models by region; and

  • How greater customization can help participants better reach their retirement goals.

The Morningstar Investment Management group of Morningstar, Inc. includes Morningstar Associates, LLC, Ibbotson Associates, Inc., and Morningstar Investment Services, Inc., all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc.

About the Speaker

Joe Fleischer

Webcast Producer with CFO Publishing

CFO

Joe Fleischer's LinkedIn page

CFO.com offers daily stories geared specifically for finance executives. Coverage includes original reporting on new accounting standards, recent capital-raisings, risk management, and professional career development. The site also features proprietary benchmarking tools and calculators, plus a full set of related directories, special reports, and buyer’s guides. In addition, CFO.com provides complete online editions of CFO magazine.
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