401(k) Fridays Podcast

After a quick hiatus in July, we are back and excited about what we have in store! To kick things off, this episode features my conversation with Jeff Holt, CFA and Director, Multi-Asset & Alternative Strategies with Morningstar Research Services and a lead author of the annual Morningstar Target Date Landscape Report.  This is the third time Jeff has been on the podcast and his return does not disappoint.  The broader theme of our conversation was the importance of avoiding oversimplifications when evaluating target date funds.  As you will hear, this ranges from cost, glide path, the classic too vs. through distinction, mutual funds vs. CITs and many more.  With the prevalence of target date funds in workplace retirement plans, I thought this would be a great way to get things going again.   Before we get started, a few tweaks to look forward to going forward.  First, we will provide a transcript on the 401(k) Fridays website for each episode.  Second, also on the website each guest will provide a writt