The Looming Liability of Target Date Funds

The liability of your plan’s target date funds (TDFs) may be looming on the horizon. The Department of Labor (DOL) has made their recommendations to assist plan fiduciaries in selecting and monitoring TDFs. Join us for an educational webinar where we will discuss the TDF selection and suitability process that you should follow in order to help decrease
your liability and enhance your participants’ retirement outcomes.

This webinar will discuss the following key topics:
 Fiduciary duties regarding TDFs
 Conducting a glidepath fit analysis
 Understanding TDF risk postures
 Custom or non-proprietary TDFs
 Documenting your selection process

Presented by: Geoff Keeling, CFA, Director, Investment Research

Spay & Associates | 5465 Utica Ridge Road | Davenport, Iowa 52807 | Phone: 563-326-0960 | Fax: 563-823-0535

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Spay & Associates are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of CA, FL, IA, IL, IN, ME, MO, NM, OH, TX, WI. No offers may be made or accepted from any resident outside the specific states referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

Spay and Associates