Target Date Resource Guide
The target date book is a three-part guide that incorporates ground-breaking research and in-depth analysis to help plan sponsors understand the construction and design of funds. This publication includes a plan sponsor questionnaire, a variety of key fund comparisons and a fund family fact sheet. With this knowledge, plan sponsors can determine which strategy most benefits their unique group of employees. The resource guide can help lead a prudent decision-making process through providing a holistic understanding of the retirement plan participant and their behaviors, documentation regarding the thought process and beliefs of the decision makers and readily accessible information used to support the decision making process. To learn more about this guide, please contact your local Lockton Retirement Services representative.
Related Retirement Publications:
The Key-July 2011-Evaluating Target Date Funds
The Key-March 2011-Active or Passive Management: The Second Biggest Investment Decision
On the Mark- Second Quarter 2011
On the Mark- First Quarter 2011