Considerations for Evaluating Target Date Funds

As target date funds continue to be widely utilized within defined contribution plans, plan fiduciaries may periodically review whether these investments remain appropriate within the context of their plan’s objectives and participant population.

In this discussion, Patrick Krulik, Head of Investments, and Zach Hildebrand, Director of Client Services, examine considerations related to target date fund evaluation, including investment approaches, glide path structures, participant demographics, fiduciary process, documentation practices, and ongoing review.