Adapt Or Become Irrelevant: Influencing Positive Outcomes & Developing TDF Skills

Retirement plan advisory skills still vary widely, but as governance inches towards commoditization, advisors must become Target Date Fund specialists and provide outcomes-based consulting to stay relevant. Historically, many advisors viewed TDFs as a competitive threat, but the savvy have now concluded that they must add value to the evaluation, selection and monitoring of TDFs.