Scrutinizing TDFs and Considering Balanced Funds

Both target-date funds (TDFs) and balanced funds hold trillions of dollars in assets, but weighing their merits as a qualified default investment alternative (QDIA) remains an important exercise for plan sponsors and advisors alike.

As featured in PLANADVISER, Director of Research, Kevin Roloff, reviews the QDIA decision-making process and why ongoing monitoring of investments is paramount.

Read the article here.

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