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Outsourced Investment Choices
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Many participants do not want the pressure of actively managing their retirement
portfolio
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Target-date or risk-based options provide an easy-to-use, outsourced solution to
participants without the additional fees associated with managed accounts
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Time horizon (target-date) and risk tolerance (risk-based) are the most important
factors when building an asset allocation
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Our Approach:
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We prefer target-date to risk-based due to the glide path component
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Our Recommendation:
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Select and monitor a competitive target-date series; designate default fund (QDIA)
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