The Plan Advisor’s Role in the TDF Consulting Framework
Consulting on semi-custom TDFs enhances your value to a plan sponsor and can help you forge a deeper relationship. Your expertise can differentiate your services from other advisors who only offer pre-packaged TDF solutions and underscore your reputation as a thought leader. The chart below demonstrates the value you can bring to plan sponsor clients through TDF consulting.

 

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 the prudent selection and monitoring of a semi-custom TDF model.
  • Employ analytics and tools to assist in the evaluation of a semi-custom TDF model.