Target Date Fund Consulting

There are currently 20 million participants in Target-Date Funds (TDFs) across 100,000 401(k) plans, and new subscribers default into TDFs every day. We recognize the importance of aligning a TDF with participant demographics and characteristics.

It is important to understand the glide-path of your target-date fund options and what that means for plan participants. It is also important to know and be able to show “your why” on active versus index fund options, or any of the other options of investment strategies, example hybrid, within the target-date series.