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Sean McCaffery, CFA, Senior Defined Contribution Research Specialist, provides an update on the target date landscape and why these funds remain a popular QDIA option for Plan Sponsors. Learn more about target date funds and how Fiducient Advisors assists our clients in selecting and monitoring these investments.

Don’t miss our annual QDIA update for more on target date funds.

Fiducient Advisors’ Pooled Employer Plan (PEP) is a new kind of retirement plan, enabling employers of all sizes to join together for efficiency and cost savings.

This brief, informative video shows how this innovative plan structure allows for significant economies of scale, streamlined plan administration, lower potential fiduciary exposure and a decreased need for employer resources. Is a Pooled Employer Plan (PEP) the right choice for your organization?  Click here to learn more – Retirement Plan Sponsors | 401(k)/403(b), Pension, Taft-Hartley (fiducientadvisors.com).