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Choosing the Right Target Date Funds Provider

Webinar on August 23, 2018 @1:00pm CT

Target date funds have become an increasingly popular retirement funding option for employer sponsored retirement plans due to it's simple, yet effective, allocation strategy that takes into consideration the risk tolerance of a participant as they get closer to their retirement.

The target date funds provider you choose could have a major impact on the success of your 401(k) plan, your employees, and your business. 

But how can plan sponsors choose the right target date funds provider for their company and 401(k) plan participants?

In our webinar, we'll present the major considerations for selecting the right target date funds provider.

Meet the Presenter:


Joshua M. Kopec, AIF®, CPFA
Retirement Plan Services Practice Leader

Josh is responsible for helping plan sponsors define their retirement plan goals and choosing the optimal plan design. He handles plan sponsor relationship management, employee education, fiduciary oversight, plan design consulting, fee and service provider analysis.

Josh is the recipient of the 2017 Young Guns "Top Plan Advisors Under 40" Award.

Connor & Gallagher OneSource was named a Top Defined Contribution Advisor Firm in 2017.

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