Over the Target: Custom TDFs and Managed Accounts in 401k Plans

Joey Santos-Jones

4 years ago

About the Webinar

Much is made of the increasing need—and demand—for customization in retirement plans, and custom target-date funds and managed accounts certainly fit the bill. But are they worth the cost? Do they really improve participant outcomes to justify their inclusion? And how are they best explained to plan sponsors?

Our most recent Top Advisors By Participant Outcomes (TAPO) take up the challenge. Well-versed in both solutions, they’ll answer these questions—and more.

Featuring

Josh Itzoe, CEO of FiduciaryWor(k)s
Founder and CEO of FiduciaryWor(k)s, Creator of FeeMetri(k)s, and Host of the Fiduciary U Podcast.

Brent Sheppard, Partner and Financial Advisor at Cadence Financial Management
Partner and financial advisor with Marlton, New Jersey-based Cadence Financial Management.

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