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Panel Discussion: Investment-Related Issues —Target Date Funds as QDIAs; Which Glidepath is Right for Plan Participants?
1. Partner Conference 2014
Target Date Funds
Panelists:
John Doyle - American Funds | Jerome Clark – T. Rowe Price
Matthew Brancato – Vanguard | Moderated by: Gregory Woods – BPAS
2. Partner Conference 2014
Agenda
I. Introduction of Panelists
II. Brief description of Panelist funds
a. Ideology behind the allocation and glidepath
b. Equity Exposure at 65 years old
c. Asset Mix at Landing Point
d. Asset Allocation Decisions
3. Partner Conference 2014
Agenda
III. Differentiation and Diversification
a. Tactical vs Strategic and Active vs Passive
b. Fixed Income Exposure throughout Glidepath
i. Where is the Income being generated? Risk?
ii. Diversification – Foreign/EM Debt? High Yield?
IV. Critical Nature of Getting these Funds Right
a. ~70% of retirement asset flows will be to TDFs by 2016
b. Safeguards in case ’08 -’09 happens again
c. What Innovations/Changes On the Horizon