Target-Date Fund Glide Path Review

The monitoring and validation of Target Date Fund (TDF) glide path methodologies and trends are parts of a good fiduciary process. PEI employs an expert, in-house Research Group that carefully analyzes data against relevant investment options. Such a process helps to ensure that clients are offering participant prudent options.

Our difference is demonstrated in how we:

• Conduct due diligence meetings and conference calls with managers across the entire TDF industry
• Frequently send out detailed questionnaires to target date providers
• Maintain an extensive database of all of our proprietary research within the asset class
• Are able to appropriately assess each individual solution based on our deep understanding of all of the key factors within the asset class