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Home Insights Topics Defined Contribution

Defined Contribution

Re-enrollment
Re-enrollment
Re-enrollment

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

Target Date Investing: With the majority of plans now offering target date funds as their plan’s default option, the selection of a quality target date fund is more important than ever.

Plan Design & Governance: Strategies and provisions for designing and overseeing the most effective defined contribution plans

Legislative & Regulatory: The latest news and insights on today's evolving regulatory environment from Capitol Hill and the Department of Labor

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