Protecting your Retirement Assets from the Next Black Swan Event

Wednesday, May 27, 2020
1:00pm – 2:00pm EST

Target-date funds (TDFs) now dominate the asset flows in 401(k) and 403(b) plans, bringing in more than 60% of all new contributions. The click-it-and-forget-it mentality has made target-date funds an easy, user-friendly investment vehicle for most retirement clients. But do plan sponsors and, more importantly, plan participants, really understand what they are investing in? All TDFs are not created equally. During the 2008 financial crisis, as well as the current coronavirus dislocation, the difference in returns and volatility among the top TDF offerings was staggering.
Join our industry experts as we discuss the pros and cons of target-date construction, glide path management and eventual retirement income. Our experts will discuss how to know if you have the correct TDFs for your particular employee population. The pros and cons of passive, active or hybrid TDFs. How the next Black Swan event may impact your current TDFs. Understanding how safe your TDFs really are.

  • Engaging your employees and explaining your TDF choice
  • Understanding the differences between glide paths including to and through options
  • How your financial wellness program can help your employees better understand their TDF choice

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Sponsored by

Blake Thibault
Managing Director
Heffernan Financial Services
Joseph C. Flaherty, Jr.
Chief Investment Risk Officer, MFS Investment Management® (MFS®)
Todd Stewart
Managing Director of Investment Research
Jeffrey D. Kayajanian
Managing Partner, Foundational Retirement Solutions Collective Investment Trusts
GRP Advisor Alliance