Custom Target Date funds allow plan sponsors to consider the needs and characteristics of the covered workforce and allow them to choose multiple managers and replace them as necessary.
Fully customized glide paths reflect plan needs, demographics and presence of employee investment benefits
Because the custom TDF is drawn primarily from the existing plan core menu, the plan sponsor is able to select each fund individually, and therefore each is more likely to be, and ultimately to remain, “best in class.”
Plan sponsors gain greater negotiating leverage by placing more assets with fewer managers
As stated in DOL Tips for ERISA Plan Fiduciaries Employer should "Inquire about whether a custom or non-proprietary target date fund would be a better fit for your plan."
Custom target date strategies are relatively straightforward to set up from an administrative perspective.
Your clients deserve Custom Target Date Funds. Retirement savers deserve better than off-the-shelf proprietary Target Date Funds.
You deserve a better connection with your clients and more to talk about with them than opaque investments cloaked in a proprietary wrapper. From turn-key to glide path guidance, TDF Builder simplifies the complex. TDF Builder is backed by one of two patent holders and is brought to you by the original creators of manager “style boxes”.
The Saas platform give user access anytime and anywhere. Instant access to new functions and features
The patented Safe Landing Glide Path (SLGP) for target date funds was financially engineered to land investors safely in TIPs and Treasuries at the target date.
Guild Path allocation and portfolio construction can be control by user.
Easily create and document guidelines and constraints concerning investment policy