What’s YOUR “Target(s)” for Target-Date Funds?

Target-date funds have been in the headlines of late – and not always in a good way.
 
That’s right, the headlines are full of litigation involving target-date funds (well, a couple in particular) – at least one notable TDF critic has criticized their equity-heavy glidepaths near retirement, and a recent report says the Labor Department should (re)consider its decade-old guidance for plan sponsors in selecting those options.
 
This week, we’d like to know what criteria YOU (and perhaps your plan sponsor clients, as it might be different) rely upon in making – and retaining – target-date fund selections.

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* 1. How many target-date families/suites do you consider in making your recommendations?

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* 2. Which one(s) do you primarily recommend (check all that apply)?

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* 3. What criteria do YOU use in evaluating target-date funds (check all that apply)?

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* 4. What criteria do your plan sponsor clients PRIMARILY use in evaluating target-date funds?

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* 5. Other comments about target-date funds, target-date fund selection, target-date fund selection criteria, target-date fund choices (or lack thereof), plan sponsor criteria for selecting target-date funds, or life in general?

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

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

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* 8. Suggestions for future survey questions?

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* 9. 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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