Be the target date fund expert in the room! Target date funds are one of the most widely used investment options in defined contribution plans, and with such proliferation in the industry, the DOL recommends spending some time educating plan sponsors about the TDF landscape. Join us to discuss how RPAG looks at evaluating and selecting TDFs for a retirement plan. We’ll provide you with some topics and tips for facilitating the TDF conversation and demonstrate how to document the TDF selection process by conducting a Plan Fit Analysis using RPAG’s quick and simple TDF Analyzer Tool. Watch now so you can add another indispensable instrument to your RPAG toolbelt.
|
|
Presenter: Lauren Neeno Lauren joined flexPATH Strategies in 2017. She is primarily responsible for delivering an enhanced participant experience through comprehensive and meaningful education and advice strategies. Her ability to explain complex retirement and investment subject matter to plan sponsors and participants has proven critical to retirement plan success. Lauren graduated from Chapman University cum laude with a Bachelor of Science in Business Administration, emphasis in Finance and a Minor in Psychology. |
Contact the RPAG Support Team support@rpag.com, to learn more about RPAG, get help with our platform, or anything else!