NAPA Net - Polling Places 072619

Have You Re-Targeted Your Target-Date Targets?

Target-date funds continue to proliferate – and though a mere handful of firms dominate that space, the retirement assets of an entire generation seem headed in that direction.

Have your target-date recommendations changed target(s)?

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* 1. Are your target-date fund recommendations...

depends on the client, but mostly "to"

"to"

"through"

depends on the client, but mostly "through"

Comments?

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* 2. Has that changed in the past two years?

For new clients only.

Yes

For some clients.

For existing clients only.

Comments?

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* 3. Do your plan sponsor clients appreciate the difference?

Most do.

Some do

Yes

I'm not really sure.

Comments?

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* 4. Are you looking for/emphasizing a passive focus in TDFs?

Not really

Yes, but only as it contributes to expense savings

No.

Yes

No, but the increased focus on fees is having that effect.

Comments?

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* 5. Has that changed in the past two years?

For some clients.

Yes

For existing clients only.

For new clients only.

Comments?

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* 6. How many target-date fund family/ies are on your "short list" of recommendations?

More than 5

Comments?

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* 7. Has that changed in the past two years?

Not the number, but the family options have.

Yes

Comments?

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* 8. Any other comments about target-date fund, target-date fund choices, target-date fund criteria, changes in target-date fund criteria, understanding what target-date fund criteria differences mean, or life in general?

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* 9. What is your role working with retirement plans?

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

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* 10. What size plans do you PRIMARILY work with?

Under $10 million in assets

$10-$20 million

$20-$50 million

$50-100 million

$100 million - $250 million

$250 million - $500 million

Above $500 million

Other (please specify)

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* 11. Suggestions for future survey questions? Specifically, it's been suggested that it would be good to get feedback on different aspects of practice management - which one(s) would YOU like to know more about from your fellow advisors?

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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...