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Target Date Funds

With Target Date Funds (TDFs) assuming an increasingly prominent role as plan default investments — and the surprising (to participants) losses suffered in such investments in the recent market downturn — the need for better educating participants about TDFs is clear. Newkirk's Target Date Funds booklet and Internet/HTML version can shed some light on the target date funds for sponsors and participants alike.

Booklet and Internet/HTML version touch upon:

• The basics — description of target date funds
• Understanding the glide path
• Common misconceptions
• The difference between "to" or "through" dates

Plan-specific customization is available inside the front and back covers. Booklet possibilities include:

• Plan sponsor logo on front cover (provider logo on back cover)
• Default investment information
• List of target date funds offered by plan sponsor
• 404(c) message
• Automated Voice Response (AVR) and/or Internet (provider website) information

Booklet specs:

Reviewed by FINRA
16 pages plus cover
5½" x 8½"
Full-color cover and text
Front and back covers available for imprint

Review the booklet now!

Review the Internet/HTML version now!

Review FINRA letter

View and Print Order Form

 

Click here to request more information on Newkirk's Target Date Funds booklet and Internet/HTML version. Or, contact us directly by phone at 800-525-4237.