401(k) Fridays Podcast

It wouldn’t be an exaggeration to say that Target Date Funds (TDFs) have grown exponentially within the last few years. As a retirement plan fiduciary, it’s important to understand not only what a TDF is but how to evaluate them and ensure the strategy you have chosen or might be considering is a good fit for your plan.  During my conversation with Jeff we provide some core concepts such as glide path construction, too vs. through retirement and open vs. closed architecture design to see if they are still relevant.  We also hit hot topics such as if the active vs. index investing conversation impacts TDFs, the ever popular topic of investment fees and the perils of looking the performance of TDFs in a vacuum. Finally, we provide retirement plan committee members and plan fiduciaries several important questions to consider at your next retirement committee or plan review meeting.     Guest Bio Jeff Holt, CFA, is an associate director on Morningstar’s manager research team. He focuses primarily on multiasset st