FEATURED ISHARES ETFS
Models & SMAs
Models & SMAs
PORTFOLIO CONSTRUCTION
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Designed to help you provide an assessment of target date fund families, including both mutual funds and collective trust funds.
Over half of today’s 401(k) plan contributions are invested in target date funds – and plan sponsors rank investment due diligence as the most valuable service provided by their retirement plan advisor.1 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.