Image of Target Date Funds: America’s #1 Retirement Investment
Live Webcast Replay

Target Date Funds: America’s #1 Retirement Investment


Total Credits: 1 including 1 Business

Average Rating:
Not yet rated
Competency/Category:
Business Acumen |  Business Management & Strategy |  Compensation & Benefits
Faculty:
Paul Merriman
Course Level:
Basic
License:
Access for 30 day(s) after program date.


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

Major Subjects
  • All about TDFs, plus “A Dozen Million-Dollar Investment Decisions" that will likely improve the financial future of any investor, with or without TDFs

Course Materials

Faculty

Paul Merriman Related seminars and products: 1


Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at his website.


Dates

Mon, Aug 26, 2019 - 09:00a to 10:00a CDT
Mon, Aug 26, 2019 - 11:00a to 12:00p CDT
Mon, Oct 21, 2019 - 09:00a to 10:00a CDT
Mon, Oct 21, 2019 - 11:00a to 12:00p CDT
Fri, Dec 20, 2019 - 09:00a to 10:00a CST
Fri, Dec 20, 2019 - 11:00a to 12:00p CST
Mon, Jan 27, 2020 - 09:00a to 10:00a CST
Mon, Jan 27, 2020 - 11:00a to 12:00p CST
Mon, Mar 23, 2020 - 09:00a to 10:00a CDT
Mon, Mar 23, 2020 - 11:00a to 12:00p CDT

Additional Info

Basic Course Information

Advanced Preparation None
Course Developer Paul Merriman
Designed For Human Resources Professionals and business owners
Prerequisites None

Additional Information

Complaint Resolution Policy Please contact Jessica Vieira with any complaints at jessica.vieira@acpen.com, (617-519-6790).
Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Refund/Cancellation Policy Please contact the HREN help desk 1-877-602-9877 or help@HREducationNetwork.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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.

Promo Video

Reviews

Please wait ...

Back to Top  
;