Target Date Funds: A Monitoring Roadmap

CE Credit Webcast: Target-date funds (TDFs) continue to be the qualified default investment alternative (QDIA) of choice for most retirement plans, and many plans have kept the same fund suite in place since the QDIA regulation was adopted. However, the nature of target-date fund construction means that the ongoing evaluation of such funds is difficult. As Advisers try to build scale and efficiencies in their practices, they need tools and support to navigate the complexities of a target date funds monitoring process.