Matching Target Date Options to Your Clients’ Needs

Matching Target Date Options to Your Clients’ Needs

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Publish Date:
1 July, 2021
Category:
CNBC
Video License
Standard License
Imported From:
Youtube

Plan sponsors and retirement investors may have different needs and goals, presenting a challenge for advisors who need to help match clients with a target date solution. While there is no single target date option that works for everyone, understanding the glide path design considerations and ways to select a target date solution will help deliver on client needs and preferences.

Sponsored and programmed by T. Rowe Price

By: CNBC Television
Title: Matching Target Date Options to Your Clients’ Needs
Sourced From: www.youtube.com/watch?v=O7Pi_YdjJzc


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