Designing Successful Target-Date Strategies for Defined Contribution Plans

Beschreibung

Your nuts-and-bolts road map to understanding how to create custom target-date strategies One of the hottest investment products of the past few years, target-date retirement funds have taken hold in the world of 401(k) and other defined contribution plans, forcing you, as a plan administrator or sponsor, to rethink your program. Written by one of the nation's most qualified and experienced experts in the field, Designing Successful Target-Date Strategies for Defined Contribution Plans gives you the detailed answers you need to your questions about defined contribution plan design and building custom target-date strategies, with in-depth coverage of: * Defined contribution plans in the American retirement system * Evolving DC plan design * Target-date strategies: packaged versus custom * Legal and fiduciary considerations * Recordkeeping and trust setup * Communication issues * Evaluating costs * Glide path design * Asset classes and alternatives * Protecting DC assets * Benchmarking * Advice and retirement planning * Retirement income and guarantees Since target-date strategies place participants on "autopilot," you need to take a good, long look at what you offer so you can confirm that participants will arrive at the right destination. Designing Successful Target-Date Strategies¿for Defined Contribution Plans demystifies the often daunting and confusing task of understanding these retirement investments, with sound advice from experts across the industry on the best way to design your own asset allocation, keep plan fees at the lowest possible level, and help protect both plan participants and sponsors from risk.
The ultimate guidebook for navigating the new world of pensions and retirement plans In the wake of the explosive growth of defined contribution (DC) plans invested with target date strategies, and the understanding of how important these strategies can be in effectively meeting retirement income goals, plan sponsors are seeking more optimal target date approaches. This timely book provides you with in-depth answers from the nation's most qualified and experienced experts to pressing questions about DC plan design. * Presents the views of individuals from all across the market * Includes a broad range of plan sponsors both in the corporate world and in the public/government sectors * Offers views from consultants and advisors from the most respected firms, academics who teach at leading universities, and other innovative leaders With a broad range of knowledge and insight, Designing Successful Target Date Strategies in Defined Contribution Plans helps you understand the evolution of DC plans, pulls together all angles of what it takes to develop custom target date strategies, and provides you with a look ahead to the future.

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Stacy Schaus

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"...the book is chock-full of interviews with more than 55 experts including consultants, plan executives, academics, financial planners, lawyers and others." (Pensions & Investments, April 5, 2010)
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