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Target Date Compass: Navigating selection process

Topic

Investment Planning

Program ID

308659

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

For retirement plan fiduciaries who are legally responsible and potentially liable for prudently selecting and monitoring target date funds, a sound investment evaluation process has never been more important. Learn how J.P. Morgan s Target Date Compass can help meet fiduciary obligations with a well-defined, repeatable process for making, documenting and defending target date fund decisions. Provide plan sponsors with a well-defined, repeatable approach to meet fiduciary responsibilities for evaluating and selecting target date funds Help plan sponsors understand how to identify the target date type that may be appropriate given a plan's goals and objectives

Learning Objectives

Provide plan sponsors with a well-defined, repeatable approach to meet fiduciary responsibilities for evaluating and selecting target date funds • Help plan sponsors understand how to identify the target date type that may be appropriate given a plan's goals and objectives