Target Date Fund Consulting

100% Focused on Employer-Sponsored Retirement Plans

Hitting the Target

Learn More About My Current TDFs

Target Date Funds (TDFs), or age-based professionally managed investment portfolios, are booming in popularity among plan participants. But they come in all kinds of shapes and sizes.

Way back in 2013, The Department of Labor recognized this and issued a Tip Sheet to Plan Sponsors suggesting a thorough review of a plan’s TDF selection. When the DoL puts something like this in writing, we think it’s a good idea to listen!

Let us put our unique and proprietary tool to work to “lift the hood” on what you have now, and what your options are.

And no matter if you land on a traditional TDF or a custom solution, you’ll feel confident knowing you have a solid process in place to find the right path for your participants.

Let BHS help you with both custom and traditional Target Date Funds.

401k Consulting

Fiduciary Compliance

Investment Analysis

Successful Participant Outcomes

Courageous Plan Design

Provider & Cost Benchmarking

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. BHS Financial Services and BHS Insurance are not affiliated with Kestra IS or Kestra AS.

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