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Target Date Compass℠

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THE BENEFITS OF TARGET DATE COMPASS

Impartiality

Provides unbiased analytics for evaluating target date funds

Process

Follows a well-defined, repeatable approach that helps plan sponsors meet their fiduciary responsibilities for selecting target date funds

Documentation

Helps plan sponsors make prudent, defendable QDIA choices

Results

Assists in identifying a target date fund that best aligns with a plan’s goals and objectives.

A Defined, Documented and DEFENDABLE Process

Discovery

Plan decision makers answer five key questions to assess the level of equity exposure at the target date and asset class diversification desired in the plan.

Identification

Answers are scored to determine which Target Date TypeSM best matches the goals and needs of the plan.

Analysis

Funds that match the plan’s type are then compared using the Target Date Analysis Report, and a strategy can then be selected based on the funds’ appropriateness for plan goals.

Due Diligence

Plan sponsors and advisors are encouraged to regularly run the analysis to ensure that a plan’s TDF continues to align with plan objectives.
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