Target Date ExplorerTM

Designed to help you provide an assessment of target date fund families, including both mutual funds and
collective trust funds.

There have never been more target date fund choices – adding complexity and risk to the decision-making process. That’s where you come in. As a plan advisor, you can help your institutional clients meet their fiduciary responsibilities and select a fund which they feel aligns with plan goals, objectives and the investment policy statement.

Target Date ExplorerTM seeks to arm advisors with objective and detailed criteria to help plan sponsors make the target date fund choice that best fits their needs.

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Provide your institutional clients with a customizable report for up to three target date fund families that includes an institutional selection of easy-to-read charts and analysis.
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The essential guide to
target date funds

Download this guide to offer plan sponsors a comprehensive checklist for evaluating their target date funds based on what matters most to their plan.

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