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Home Insights Insights Series Retirement Insights

Retirement Insights

Individual Retirement
Defined Contribution
DOL tips and prudent target date fund selection

Guide to Retirement

Guide to Retirement

Discuss the key retirement themes and challenges to help your clients make more informed retirement decisions

Key themes include:

Target Date Compass

Target Date Compass Framework

Provides an objective framework that helps identify the target date type that is best aligned with the plan's goals and objectives.

Use the Compass

  • Step 1: Complete the Target Date Compass Evaluation Framework
  • Step 2: Create a custom Compass Report
  • Step 3: Review the Analysis Report

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