Retirement Plan Advisors

Target Date Funds Best Practices

You cannot judge a target date fund by its name because each one is different. Fund performance with the same target date may vary significantly based on how managers allocate capital between equities and fixed income assets and the risk profile of those securities. Heritage Retirement Plan Advisors can help plan sponsors determine which target date funds are best suited for their employees.

To learn more about best practices in target date fund selection, simply fill out this form.

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