Episode 8 : 10/07/2016

Custom target date funds

ep-1-8-header

Philip Chao

Chao & Company

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

Custom target date funds: is the juice worth the squeeze?

In this episode, Ben Jones sits down with Philip Chao of Chao & Company in Washington DC to discuss custom target date funds and the concept of building Custom QDIA or Qualified Default Investment Alternative in retirement plans. This has been a hot topic for fund managers, advisors, consultants, and plan sponsors in the US and advisors and their clients must weigh the benefits, challenges and the costs. Topics covered in this episode include the evolution of custom QDIA and reasons for implementing, the challenges plan sponsors face and other considerations to help you have better conversations with your clients about this important investment option.

In this episode:

  • Why QDIA has exploded in recent years
  • Analyzing target date funds
  • Target Date Funds: Buy vs. Build
  • Outcomes for plan sponsors and participants
  • The future of custom QDIA

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