CFDD Marketing Commentary
04/23/2012--Custom Target Date Fund solutions and CITs offer an unmatched opportunity for retirement plan advisors. While they aren’t right for all plans, custom solutions can lower plan costs, add value and increase advisor margins. In addition to pre-conference TDF analytic training, CFDD ’12 will provide exclusive post-conference training on how to develop custom TDF solutions. Beyond the conference, the CFDD is committing long-term resources to advisors focused on custom TDF solutions, including TDF analytic training, advisor surveys, research, a dedicated website, a series of Webinars and regional meetings.
CFDD Retirement Plans Commentary
04/23/2012--Target Date mutual fund assets have grown to over $400 billion in a short time. When used as a default option, TDFs offer ease of administration and fiduciary protection. Given the absolute data point and definitive status as a QDIA, defaulting participants into one of a series of TDFs based simply on age provides recordkeepers and plan sponsors with a level comfort unmatched by other solutions. While many arguments favor risk-based options or investment services, the DOL greased the path for TDFs. While they may not be optimal, the rationale has caused sponsors to increasingly use TDFs as their QDIA solution.
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PRE-CONFERENCE TRAINING & EXCLUSIVE TARGET DATE FUNDS RESEARCH Target Date mutual fund assets have grown to more than $425 billion in a short period and they are expected to more than double in the next five years. Target Risk Funds, Managed Accounts and other custom asset allocation solutions are also growing. In spite of this growth, TDF due diligence is seriously lacking. As Target Date Funds (TDFs) consolidate DC plan assets and become the dominant fund category, advisors must become TDF experts and asset allocation specialists To enhance analytic skills, CFDD '12's pre-conference training will provide hands-on training to the latest online tools used to evaluate TDFs, including PIMCO's newly enhanced RealPath analyzer, the Target-Date Tool Set by Allianz Global Investors and JP Morgan's Target-Date Compass. To add value beyond the pre-conference training and the eight different TDF sessions on the CFDD '12 agenda, the CFDD will provide attendees with exclusive research, commentary, statistics and advisor surveys on How Advisors Select, Evaluate & Monitor Target Date Funds. Straddling the DC plan market, TDFs and the investment management industry, this research was designed to help advisors understand the impact TDFs, other asset allocation solutions and developing trends are having on the DC plan market. Ignoring tax code changes and public options (Federal & State), the retirement plans industry is spiraling towards industry altering changes that few are prepared for. Future DC plan asset growth will be driven by the consolidation of investment categories, including low cost funds, passive strategies, advanced risk management, alternatives, tactical applications, non-mutual fund investment vehicles and custom solutions. Consistent with these developing trends, the CFDD's research was specifically designed to enhance TDF analytic skills and fuel growth via useful background information, resources, analytic tools, evaluation standards, advisor surveys and custom solutions. For more information on the CFDD '12's Sunday afternoon (10/21/12) pre-conference training, click HERE. |
