Presented at the Association for Financial Professionals
(AFP) National Conference in Las Vegas, NV
Presented by:
Randy Murphy
Senior Manager, Equity Compensation
Salesforce.com, Inc.
Linda Ruiz-Zaiko
President
Bridgebay®
Target-date funds (TDFs) are the most popular QDIA
and have become one of the largest plan investment options for DC plans. As a
fiduciary, plan sponsors should have a selection and monitoring discipline for
TDFs in place. Panelists discuss how the plan sponsor conducted a detailed
evaluation of their plan’s current target-date fund suite and conducted a
search to make a side-by-side analysis of those funds. TDFs were reviewed for
asset allocation, performance and fees.
