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2024 ERISA Advisory Council Evaluating and Benchmarking TargetDate Funds Morningstar Investment Management, LLC September 20242024 Morningstar Investment Management LLC. All rights reserved. Morningstar

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How to fill out evaluating and benchmarking target-date

01

Gather all relevant data related to the target-date investment funds you want to evaluate.

02

Define the metrics you will use for evaluating the target-date funds, such as performance, risk, and asset allocation.

03

Conduct a comparative analysis of the target-date funds against benchmarks and peer funds.

04

Assess the fees and expenses associated with each target-date fund to understand cost efficiency.

05

Examine the underlying investment strategies of the funds and how they align with the target retirement date.

06

Review historical performance data to see how funds have performed over various market conditions.

07

Document your findings and insights about each fund in a structured format.

Who needs evaluating and benchmarking target-date?

01

Financial advisors looking to provide optimal investment recommendations to clients.

02

Retirement plan sponsors assessing the performance of their offered target-date funds.

03

Individual investors planning for retirement who wish to evaluate their investment choices.

04

Institutional investors managing retirement plans that include target-date funds.

05

Analysts conducting research or creating reports on retirement investment strategies.

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What is evaluating and benchmarking target-date?

Evaluating and benchmarking target-date involves analyzing and comparing the performance and suitability of investment options that are designed to reach a specific financial goal by a certain date, typically retirement.

Who is required to file evaluating and benchmarking target-date?

Entities managing target-date funds, such as pension plans, retirement plans, and financial institutions, are required to file evaluating and benchmarking target-date.

How to fill out evaluating and benchmarking target-date?

To fill out evaluating and benchmarking target-date, one must gather relevant financial data, analyze performance against benchmarks, and complete any required forms or reports as specified by financial regulators.

What is the purpose of evaluating and benchmarking target-date?

The purpose is to assess the effectiveness and appropriateness of target-date funds in meeting investors' goals, ensuring compliance with regulatory standards, and improving investment strategies.

What information must be reported on evaluating and benchmarking target-date?

Information typically includes fund performance data, asset allocation strategies, risks, fees, and comparisons to relevant benchmarks.

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