Quick TDF Review Checklist

Conducting a TDF review provides a perfect opportunity to demonstrate your value and forge deeper relationships with plan sponsors. The five steps below provide a simple framework to facilitate a TDF review with plan sponsors.

  1. Develop a process for TDF selection and validation
  2. Establish and undertake a periodic review process
  3. Examine expenses and fees
  4. Review participant communications and required disclosures
  5. Document results of the review and amend plan documents