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HIGHLIGHTS

A Bundled, Unbundled Solution

In the post-fee-disclosure world, all costs are on the table. 

Peter Welsh, Vice President of products, investments and business strategy with OneAmerica

Joe Lee, Managing Director and Head of Intermediary Sold, DC [Defined Contribution] at BlackRock

Rob Barnett, Vice President, sales leader for retirement plan services at ­Wilmington Trust Retirement and Institutional Services Company

Risk Mitigation

The proliferation of target-date funds (TDFs) over the past few years has led to a lot of choices for plan sponsors selecting a retirement plan lineup—but not all funds are the same.

Jim Lauder, Co-portfolio manager, Wells Fargo Advantage Dow Jones Target Date FundsSM

Paul Torregrosa, Co-portfolio manager, Wells Fargo Advantage Dow Jones Target Date FundsSM

Rodney Alldredge, Co-portfolio manager, Wells Fargo Advantage Dow Jones Target Date FundsSM

oneam logo

A Bundled, Unbundled Solution

In the post-fee-disclosure world, all costs are on the table. 

Peter Welsh, Vice President of products, investments and business strategy with OneAmerica

Joe Lee, Managing Director and Head of Intermediary Sold, DC [Defined Contribution] at BlackRock

Rob Barnett, Vice President, sales leader for retirement plan services at ­Wilmington Trust Retirement and Institutional Services Company

wf logo

Risk Mitigation

The proliferation of target-date funds (TDFs) over the past few years has led to a lot of choices for plan sponsors selecting a retirement plan lineup—but not all funds are the same.

Jim Lauder, Co-portfolio manager, Wells Fargo Advantage Dow Jones Target Date FundsSM

Paul Torregrosa, Co-portfolio manager, Wells Fargo Advantage Dow Jones Target Date FundsSM

Rodney Alldredge, Co-portfolio manager, Wells Fargo Advantage Dow Jones Target Date FundsSM

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