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Wednesday, March 22, 2017 | Raleigh, NC

Target Date Funds - Ten Years Later

In the decade since passage of the Pension Protection Act (PPA), target date funds (TDFs) have become an increasingly important part of many retirement plans, and their growing share of plan assets is drawing the attention of regulators. Meanwhile, asset managers are working to differentiate their products and cope with changing markets, making it a challenge for plan sponsors to monitor this important plan component.

Questions we hear most from plan sponsors about TDFs include:

• How have TDFs evolved since the passage of PPA? 
• What are the current trends among providers? 
• What are best practices for selection and monitoring?
• Is our TDF series right for our plan participants?
• What does the future hold for TDFs?

In this webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson moderates a 45-minute discussion on the current state of target date funds with CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.

Click here to listen to the recording.

Another resource that may be helpful in learning more about TDFs is the following:

CAPTRUST checklist for DOL TDF Tips 

Press Releases

CAPTRUST Announces New Investment Chief

CAPTRUST has announced the hiring of Kevin D. Barry as chief investment officer. Barry will lead the firm’s Consulting Research Group, the 11-person team responsible for investment manager due diligence, asset allocation, and discretionary investment management for the firm’s advisory businesses.

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CAPTRUST Named to 2017 PLANADVISER Top 100 List

This year, CAPTRUST was named to the 2017 PLANADVISER Top 100 Retirement Plan Advisers list. Sourcing for this quantitative list begins in September of the prior year and information is pulled from responses to an annual survey. CAPTRUST was one of 12 Mega Teams included in this year’s Top 100.

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