Tool methodology

Target Date Compass® is designed to provide a framework for identifying and evaluating target date funds (TDFs) that are appropriate given a plan’s overall goals and its participants’ needs.

Download now

A look at the current TDF universe

A view into the current universe of TDF suites available on the Target Date Compass tool.

Learn more

5 questions to find the right target date fund

Download a copy of the Target Date Compass questionnaire, which uses five simple questions to help decision-makers narrow the universe of TDFs based on plan goals.

Download now

Navigating the TDF selection process

Learn how Target Date Compass® can help you narrow down the target date fund universe with an objective, documented and repeatable process.

View presentation