Have Your TDF Recommendations Shifted?

A recent analysis by Morningstar indicates that target-date fund flows are favoring passive strategies.  Are you making adjustments in your target-date fund recommendations – and if so, what?

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1. How many target-date fund families do you currently recommend?

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2. How does that compare with 5 years ago?

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3. How many of your target-date fund recommendations are “passive”/indexed?

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4. How does that compare with 5 years ago?

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5. What has driven that change (check all that apply)?

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6. What has PRIMARILY driven that change?

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7. What is the primary type of default fund (QDIA or otherwise) that you recommend these days?

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8. Any other comments on target-date funds, passive/index trends, default funds, or trends in which are recommended?

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9. What is your role working with retirement plans?

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10. What size plans do you PRIMARILY work with?

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11. Suggestions for future survey questions?

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12. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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