Simplify and document complex fiduciary decisions
Identify funds most closely aligned with plan goals and participant needs
Customize reports for more effective client conversations
Target Date Compass® is designed to provide a framework for identifying and evaluating target date funds (TDFs) that are appropriate given a plan’s overall goals and its participants’ needs.
A view into the current universe of TDF suites available on the Target Date Compass tool.
Download a copy of the Target Date Compass questionnaire, which uses five simple questions to help decision-makers narrow the universe of TDFs based on plan goals.
Learn how Target Date Compass® can help you narrow down the target date fund universe with an objective, documented and repeatable process.
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