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PANC 2020: Is It Time to Re-evaluate TDFs?

Thu, Sep 17, 2020 · 12:30 PM · Eastern Time (US & Canada)
About This Webinar

The last recession led to an examination of target-date funds (TDFs) and how they performed in each individual age bracket. It is likely that this question will arise again in light of the current market conditions. What do advisers need to be considering as they bring this evaluation to plan sponsors? We’ll examine how to consider and compare passive to active funds; glide path structures; understanding overall fund risks; the rise of active passive strategies, in which managers are able to over- or under-weight index funds based on outlook while staying within target bands; and custom target-date funds.

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Partner, Everhart Advisors
Brian Hanna is a partner and EVP–Retirement Savings Plans for Everhart Advisors. Brian leads the Everhart Advisors team of plan consultants and relationship managers in serving the unique needs of retirement plan sponsors. His team seeks to help protect plan fiduciaries from liability, while enhancing investment opportunities and helping employees achieve financial security. Everhart Advisors was honored to be recognized as the Retirement Plan Adviser Mega Team of the Year in 2018 by PLANSPONSOR®.

In June 2017, Brian and firm president, Scott Everhart, authored and released The 401(k) Owner’s Manual: A Blueprint for Building and Maintaining an Elite 401(k) Plan for Your Employees. Brian has been a guest lecturer at workshops presented with the U.S. Department of Labor, Ohio Society of CPAs, Columbus Bar Association, and Center for Due Diligence, along with the Supplier Associate Relations Group (SARG) of Honda North America and other trade associations.
Webinar hosting presenter
Portfolio Manager and Head of Target Date Strategies, J.P. Morgan Asset Management
Daniel Oldroyd, CFA, CAIA, managing director, is a portfolio manager and the Head of Target Date Strategies for Multi-Asset Solutions (MAS). Dan is responsible for leading MAS’s Retirement efforts, including the management of SmartRetirement, custom target date funds and SmartSpending. Given its importance in our investment process, Dan also oversees the team’s Retirement research both in- and out- of plan. Dan is a member of the SmartRetirement Portfolio Management Team, which was awarded the 2014 Asset Allocation Fund Manager of the Year by Morningstar. An employee since 2000, Dan held several other positions within the firm previously, including that of investment strategist and manager research of non-proprietary investment managers for J.P. Morgan Retirement Plan Services. He earned both a Masters of Arts in International Business and Policy and a Bachelor’s of Science in Finance and International Business from Georgetown University. Dan is a CFA charterholder, CAIA charterholder, and is Series 3, 7, 63, and 24 licensed.
Webinar hosting presenter
Managing Director, Portfolio Management Group, Wilshire Funds Managements
Managing Director, Portfolio Management Group, Wilshire Associates
Nathan Palmer is a managing director of Wilshire Associates and heads Wilshire Funds Managements portfolio management group. Mr. Palmer has over 20 years of industry experience and is responsible for creating multi-asset class, multi-manager investment solutions for financial intermediary clients. He is the Chair of Wilshire Funds Managements Retirement Oversight Committee and a voting member of its Investment Committee. Prior to joining Wilshire Associates, Mr. Palmer provided investment advice to endowment, foundation, and family office clients at Convergent Wealth Advisors. Previously, he managed the public market investment portfolios for the endowment at the California Institute of Technology and for the defined benefit and defined contribution retirement assets at Intel Corporation. Mr. Palmer began his career as a securities analyst in New York, where he published equity research on the technology, media, and telecom industries. Mr. Palmer graduated Phi Beta Kappa and cum laude from the University of Washington with a BA in business administration. He holds an MBA with High Distinction from the Stern School of Business, New York University, graduating as an Armando John Garville Memorial Scholar. Mr. Palmer holds the Chartered Financial Analyst designation and is an active member of the CFA Institute and the CFA Society of Los Angeles.
Webinar hosting presenter
Managing Editor, PLANADVISER
Webinar hosting presenter Alison Cooke Mintzer
Executive Director, ISS Media
Webinar hosting presenter Rebecca Moore
Managing Editor Digital, PLANSPONSOR.com
Webinar hosting presenter Judy Hartnett
Managing Editor Print, PLANADVISER.com
Documents
PDF
RI-PRICESMART-BRO_(16).pdf
PDF
RI-EBRI-JPMAM-WP_(8).pdf
PDF
RI-COMPASS-BRO.pdf
PDF
Speaker_Bios_-_Day_4_-_Is_It_Time_to_Re-evaluate_TDFs.pdf
PDF
BNY_Mellon_Custom_Target_Date_Builder_Brochure_9.2020.pdf
PDF
BNY_Mellon_CIT_Performance_2Q20.pdf
PDF
BNY_Mellon_CIT_Pricing_Guide_2Q20.pdf
PDF
BNY_Mellon_Morningstar_Scorecard_2Q20.pdf
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