Target Date Funds

Professionally managed investments based on an investor’s age; asset allocation funds based on a person’s age; commonly used as a qdia (qualified default investment alternative) in 401k and 403b plans. Generally in the form of a mutual fund but could be a collective trust. Fidelity, Vanguard, T Rowe Price and Blackrock are dominant TDF providers. Target risk funds are based on the risk tolerance of the investor and are less popular in 401k and 403b plans.

401(k) Real Chat: Saumen Chattppadhyay

401krealchat Saumenchattppadhyay
In a Wealth Management RPA RealChat, Fred Barstein, Contributing Editor for Wealth Management’s RPA Omnichannel and CEO at TRAU, TPSU, and 401kTV, interviews Saumen Chattppadhyay,...

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Maximizing Retirement Plans: The Vital Role of TPAs and Advisors

Lauren Mcgovern Plan Sponsor
  A good Third-Party Administrator (TPA) plays a crucial role in managing and administering retirement plans, providing a range of services that ensure compliance, efficiency,...

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Specialist vs. Generalist: Benefits for 401(k) Plan Sponsors

Burak Alpaslan Vital Planning Group Zoom Call
Burak Alpaslan, Co-Founder, Partner, and Financial Advisor at Vital Planning Group LLC Working with a specialist rather than a generalist offers significant advantages for plan...

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