TARGET DATE FUNDS
Where have we been,
where are we now,
where are we going…..
Matt will discuss the background and history of Target Date Funds with a focus on Asset Growth, TDF Options (active, passive, hybrid, etc.) and Product Evolution and Innovation. Additional information will be presented regarding Target Date Fund Industry Statistics on usage and Asset Flows.
Erik will present an Overview of Advantages/Disadvantages/Flaws of Target Date Fund offerings from an investment perspective.
Questions that will be addressed:
Þ What are the latest innovations in the target date fund space?
Þ What alternatives are there to target date funds?
Þ Discussion around the DOL’s 2013 Target Date Fund Guidance
Þ How has the fee landscape changed over the history of TDFs and where is it headed?
Þ TDF Litigation
Our Speakers: Matt Wilde and Erik Daley
Erik Daley, managing principal for Multnomah Group. Erik is a member of Multnomah Group’s Investment Committee and leads the firm’s tax-exempt practice. He regularly consults with clients on a variety of retirement plan related topics to help manage their fiduciary risks. He is also a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events.
Who Should Attend:
Doors open at 7:30 a.m. for check-in, breakfast and networking. Our program will begin at 8:00 a.m. and this program will end at approximately 9:45 a.m. The registration fee includes a full breakfast buffet and hosted valet parking.
The reservation deadline for this event is Friday, March 14.
WP&BC Members can bring a guest for free! This is a wonderful opportunity to introduce your peers and colleagues to our Chapter. Remember, your guest should be a first-time visitor and potential member. Look for the free guest offer when you register online
The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.
Direct Questions To:
WP&BCOrange County ChapterPO Box 6111Garden Grove, CA 92846949-407-9128