FF5 #53 - Your IPS for Target Date Funds

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of investment policy statements (IPS) for target date funds (TDFs). He emphasizes the need for well-crafted IPS sections specifically for TDFs, cautioning against over-reliance on custom benchmarks that often fail to provide meaningful comparisons. Eric likens TDF evaluation to a fruit salad, underscoring the complexity of assessing multiple funds with varying glide paths and strategies. He advocates for conducting a glide path determination to align the TDF's risk level with plan demographics and participant needs, whether conservative or aggressive.

Connect with Eric Dyson: 

Website: https://90northllc.com/

Phone: [phone]

Email: [e-mail] 

LinkedIn: https://www.linkedin.com/in/401kguy/ 

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