Introducing our new Target-Date Risk Dashboard®

Our new Target-Date Risk Dashboard® provides a forward-looking analysis to help select the target-date solution that is best suited for a plan sponsor client.

In five minutes or less, you can produce a report that:
  • provides a forward-looking view of potential glide path behavior
  • compares longevity risk across multiple target-date options
  • considers individual plan demographics and risk preferences
  • is customized and in a PDF to share with plan sponsors

4 simple steps:

  1. Select up to six target-date funds to compare
  2. Fill out a brief risk profile questionnaire or input a risk profile directly
  3. View the results and if needed, customize their risk profile
  4. Generate a report with a custom cover page for plan sponsors

Get Started

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