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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