In this episode, guest Kathryn Ferrell joins Carolyne and Rahim and explains the A – Z on target date funds, how they work and why they make sense for plan members.
What You Will Learn:
- Target dates are crucial for retirement planning.
- Evaluating target date solutions requires understanding their nuances.
- The glide path is essential for managing risk and growth.
- Target date funds simplify investment for members.
- Equity allocation is a key driver of long-term outcomes.
- Members should be encouraged to stay invested for retirement.
- Active and passive management can be combined for better results.
