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January 2022 / VIDEO

Is Your Target Date Solution Fit for Purpose?

Creating a target date solution for an entire plan population is challenging. Watch this 4-part video series for 3 valuable tips to help you evaluate whether your target date solution reflects the needs of all of your participants.

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When selecting the appropriate glide path for your retirement income solution, it’s important to consider your plan objectives and your plan characteristics.

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Does your selected glide path design fit the needs of your entire participant population? It’s important to think “beyond averages”.


Evaluating your target date portfolio’s underlying building blocks and investment strategy are both equally important. Be sure to watch to the end for 3 action items to consider to ensure your target date solution is fit for purpose.


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March 2022 / VIDEO

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Three Tips for Evaluating Target Date Solutions

Three Tips for Evaluating Target Date Solutions

Three Tips for Evaluating Target Date Solutions

Helping plan sponsors identify solutions fit for purpose.

By Wyatt Lee & Zachary Rayfield

By Wyatt Lee & Zachary Rayfield