◀ The Principal Blog

Financial advisors: adding a target date fund to a retirement plan lineup

This is part 2 of my blog series on the four stages of a target date investment option (TDF) (see the intro and part 1 – Selection). Here, I’ll talk about considerations for implementation of a TDF into a retirement plan’s investment lineup. You may want to consider making the TDF the…

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Financial advisors: helping clients select a target date fund

I’ve blogged about how we’ve come to look at the use of target date investment options (commonly referred to as TDFs) as being in various stages with clients. It’s based on the fact that TDFs are a mature product, so plan sponsors are in different stages based on their situation. We look at…

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