Target-Date Fund Topics

Target-date funds are a hot topic with plan sponsors these days. PSCA's National Conference will feature several sessions about these types of investment options. Here is a preview of a couple of these sessions:

The Next Generation of Target Date Investing: How Can We Deliver Better Outcomes?
Presented by Jeffrey L. Knight, Putnam Investments
Over 15 years since the inception of target-date funds, forward-thinking plan sponsors are now seeking to provide more thoughtful choices for their participants.

• What asset classes should be included - or avoided?
• How can we provide more consistent returns?
• How do we avoid repeating the volatility of the past 24 months, especially when used as default options?
• As a plan fiduciary, what is your obligation to look beyond your provider's standard offering?

In this session, leading investment consultants and asset managers will discuss these issues, how the industry is evolving to address them, and welcome your questions.

Target-Date Funds: To or Through Strategies
Presented by Doug Prince, Stifel, Nicolaus & Company, Inc.
Target-date funds have grown dramatically as a core investment options in many retirement plans. The reality is that, unlike other investment options, comparison between two different funds is not relatively easy due to a number of variables. One of the differences between options is basic – is the fund structured as a to retirement date portfolio, or a through retirement portfolio? Listen to the rationale of which strategy may be more appropriate for your participants.