Evaluating and Selecting TDGs: Simplify Selection & Help Fulfill Fiduciary Obligations
Location: Neopolitan III
In this session, we will discuss best practices in helping plan sponsors choose a target date fund that aligns with their plan goals and participants’ needs. We will also discuss fiduciary considerations for QDIA selection.
Lathan Mahaffey, Head of Defined Contribution Intermediary Sales, J.P. Morgan Asset Management
Dan Notto, ERISA Strategist, Retirement Solutions, J.P. Morgan Asset Management