Target Date Funds (TDFs)

Fiduciary training program level 3

Target date funds are the primary qualified default investment alternative (QDIA) in defined contribution retirement plans.


tdf trainingTarget date funds are a series of investment options designed to serve as a single investment choice for investors based on their age and time horizon. Each fund becomes more conservative as the fund approaches its target retirement date. Each fund is allocated to an underlying set of asset classes and investment strategies selected by the investment management firm.

In this training, we take a deep dive into target date funds, including selecting and monitoring and understand TDF glidepath.

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