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Video On Demand

Target Date Funds: America’s #1 Retirement Investment - ABEN - OnDemand - No CE


This program is not available for credit.

Average Rating:
   4.5
Category:
Human Resource Development
Faculty:
Paul Merriman
Course Levels:
Basic
Duration:
1 Hour
License:
Access for 90 day(s) after purchase.


Description

Since the introduction of the modern mutual fund in 1924, no other investment product has been as important to investors as the target date fund (TDF).  Paul explains how TDFs work, 10 reasons TDFs are likely to make investors more money, 6 reasons many TDFs make investors less than they should and how to select the best-performing TDFs.  For investors willing to add a second fund, to work along side their TDF, Paul shows how to substantially increase the expected life-time return with a “2 Funds For Life” strategy.

Theoretically, the TDF only requires an investor to make two major investment decisions. Investors in their working and saving years, only need select the year they expect to retire, and the TDF takes care of all investment decisions.  The second decision, which likely happens at retirement, is a bit more complex, as the investor needs to decide how to invest during retirement, while providing regular income to meet their cost of living.  Paul discusses four possible investment strategies that can be used by investors through the end of their life.

Basic Course Information

Learning Objectives
  • Learn how to select target date funds that will best serve their own and their clients' personal and business needs
  • A carefully chosen TDF could easily add an additional 1% to their long-term annual return, without taking additional risk

Course Materials

State Specific Details

Basic Course Information

Designed For Human Resources Professionals and business owners

Additional Information

HRCI Accreditation Information HR Education Network is a recognized provider of recertification credits. HR Certification Institute® pre-approved this program for 1 HR (Business) credit towards aPHRTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification.
SHRM Accreditation Information HR Education Network is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). This program is valid for 1 PDC. For more information about certification or recertification, please visit shrmcertification.org.

Reviews

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Overall:      4.5

Total Reviews: 6

Comments

Niels C - Plano, Texas

"Thank you!"

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