Enhance Your Advisory Role with Semi-Custom TDFs
As sponsors look for opportunities to mitigate their ERISA fiduciary liability and explore ways to help their employees become “retirement ready,” you can help your clients develop customized investment options designed to meet their plan needs. Semi-custom target date funds (TDFs) are potential solutions we believe sponsors will look for their advisors to develop and implement. As a plan advisor, you will be a key resource to help your clients determine investment options and the platform that suits their needs and accommodate their governance process.

 

Contact an OppenheimerFunds Retirement Consultant at 800 734 5222. We can help you to:

  • Understand recordkeeper and third-party glide path and fiduciary provider capabilities.
  • Facilitate selection and monitoring of a semi-custom TDF model.
  • Employ analytics and tools to assist in the evaluation of a semi-custom TDF model.