The five steps below can help you evaluate and act on the retirement plans in your book of business that may benefit from a semi-custom TDF solution. Contact our Retirement Consultants at 800.734.5222 for access to robust tools and resources to assist you each step of the way.

  1. Identify plans that could benefit from utilizing a semi-custom TDF strategy.
  2. Contact recordkeeper to verify the infrastructure and capabilities to support and administer semi-custom TDFs.
  3. Consult with the plan sponsor to identify ideal TDF design characteristics which will establish the foundation for the semi-custom TDF design.
  4. Determine whether the plan’s core investment menu satisfies the desired asset allocation required to build the semi-custom TDF(s).
  5. Create a proposal for the plan sponsor and investment committee explaining the rationale and potential benefits of implementing a semi-custom TDF in their DC plan.