P&I's Custom Target-Date Strategies Summit - WEST COAST
Agenda Speakers
Supplements White Papers
Contact Us

2008 Custom Target-Date Strategies Summit

A FREE one-day conference for plan sponsors from corporate and public pension funds, including human resources executives, employee benefits managers and pension fund executives, as well as pension fund consultants.

Get Insight & Answers on Creating Custom Target-Date Strategies

Target-date funds continue to garner more interest as one of the three Qualified Default Investment Alternatives (QDIAs) designated by the Department of Labor as suitable for retirement accounts. Target-date strategies address one of the most common problems DC plan participants encounter: choosing the best investment option for their retirement funds by taking the guesswork out of the process and adjusting the asset allocation over time.

The new trend is to customize these target-date strategies for two main reasons: to tailor the offering precisely to the participant base and to reduce costs. Offering a custom-built option requires the plan sponsor to address a range of investment, operational and technical issues.

Join P&I for the conference taking place nearest you to gain insight on…

  • Custom vs. off-the-shelf target-date products
  • How to handle trust and custodial issues
  • Choosing the right investment design for your participants
  • Determining the optimal glide path
  • Best practices in recordkeeping
  • Addressing fiduciary and legal concerns
  • And more

All registration requests are subject to verification. P&I reserves the right to refuse any registrations not meeting our qualifications. The agenda for the Custom Target-Date Strategies Summit is not created, written or produced by the editors of Pensions & Investments, and does not represent the views or opinions of the publication or its parent company, Crain Communications, Inc.

Sponsored By


Alliance Bernstein

Capital Guardian Trust

PIMCO

UBS Global Asset Management

Wellington Management Company, LLP